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
$299M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$20.7M
2 +$19.1M
3 +$5.53M
4
AAPL icon
Apple
AAPL
+$3.93M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.21M

Sector Composition

1 Technology 13.48%
2 Healthcare 5.62%
3 Industrials 1.42%
4 Consumer Discretionary 0.97%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$226K 0.08%
960
102
$225K 0.08%
+1,156
103
$211K 0.07%
5,117
104
$208K 0.07%
+427
105
$202K 0.07%
+6,087
106
$113K 0.04%
17,631
-300
107
-221,386
108
-14,700
109
-8,596