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
$350M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$8.45M
2 +$3.5M
3 +$1.99M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.12M

Sector Composition

1 Technology 11.15%
2 Healthcare 4.42%
3 Financials 1.55%
4 Industrials 1.21%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$238K 0.07%
1,235
102
$235K 0.07%
2,765
+4
103
$231K 0.07%
2,988
104
$222K 0.06%
+4,418
105
$218K 0.06%
12,699
-900
106
$203K 0.06%
+447
107
$173K 0.05%
+12,206
108
-11,094
109
-5,104