BWA

Burt Wealth Advisors Portfolio holdings

AUM $437M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
-$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$3.35M
2 +$3.18M
3 +$2.99M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.36M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.05M

Top Sells

1 +$18.9M
2 +$4.64M
3 +$4.22M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.8M
5
AMZN icon
Amazon
AMZN
+$1.79M

Sector Composition

1 Technology 12.82%
2 Healthcare 4.67%
3 Industrials 1.07%
4 Financials 0.91%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-542,663
102
-18,125
103
-12,900