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
$333M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M
2 +$5.23M
3 +$3.34M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.32M

Sector Composition

1 Technology 13.66%
2 Healthcare 4.68%
3 Industrials 1.47%
4 Consumer Discretionary 1.23%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-358
102
-4,000
103
-27,023
104
-2,585
105
-4,295