BWA

Burt Wealth Advisors Portfolio holdings

AUM $407M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.9M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$920K
3
+$854K
4
ABT icon
Abbott
ABT
+$653K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$390K

Top Sells

1
+$927K
2
+$98.2K
3
+$59K
4
CSCO icon
Cisco
CSCO
+$54.7K
5
UNH icon
UnitedHealth
UNH
+$53.8K

Sector Composition

1 Healthcare 8.8%
2 Financials 7.39%
3 Industrials 3.76%
4 Technology 3.42%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$67K 0.07%
12,900
127
$66K 0.07%
71
128
$66K 0.07%
1,128
129
$65K 0.07%
473
130
$65K 0.07%
810
+101
131
$64K 0.07%
2,081
+227
132
$63K 0.07%
400
133
$62K 0.07%
582
134
$61K 0.07%
20
135
$60K 0.07%
627
136
$58K 0.06%
500
137
$55K 0.06%
2,125
+100
138
$55K 0.06%
569
+2
139
$55K 0.06%
690
140
$55K 0.06%
1,022
+114
141
$54K 0.06%
100
142
$54K 0.06%
1,082
+3
143
$53K 0.06%
491
144
$49K 0.05%
1,554
145
$48K 0.05%
1,228
146
$47K 0.05%
818
147
$46K 0.05%
1,527
148
$45K 0.05%
696
+140
149
$45K 0.05%
643
-268
150
$44K 0.05%
800
4 5
6
7 8