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
$288M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$8.36M
3 +$2.08M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.77M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.38M

Sector Composition

1 Technology 14.4%
2 Healthcare 5.47%
3 Industrials 1.23%
4 Consumer Discretionary 1.07%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,900
102
-3,871
103
-10,596
104
-5,070