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
$326M
AUM Growth
-$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$4.38M
2 +$3.55M
3 +$1.25M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.21M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$897K

Top Sells

1 +$1.1M
2 +$1.09M
3 +$774K
4
CACI icon
CACI
CACI
+$692K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$456K

Sector Composition

1 Technology 11.29%
2 Healthcare 4.65%
3 Industrials 1.27%
4 Consumer Discretionary 1.06%
5 Financials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$200K 0.06%
2,988
102
-1,296
103
-960
104
-3,204
105
-7,906
106
-810
107
-2,218
108
-447
109
-18,700
110
-4,851