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
$112M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$2.28M
3
+$1.49M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.3M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.21M

Top Sells

1
+$802K
2
+$276K
3
+$178K
4
PNY
PIEDMONT NATURAL GAS CO INC(NC
PNY
+$149K
5
SPXS icon
Direxion Daily S&P 500 Bear 3x Shares
SPXS
+$144K

Sector Composition

1 Healthcare 7.21%
2 Financials 3.53%
3 Technology 3.18%
4 Industrials 3.1%
5 Energy 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$76K 0.07%
897
-21
127
$75K 0.07%
6,000
128
$75K 0.07%
2,497
+600
129
$74K 0.07%
473
130
$74K 0.07%
12,000
+2,400
131
$72K 0.06%
1,977
+450
132
$71K 0.06%
635
+64
133
$71K 0.06%
1,612
134
$69K 0.06%
777
135
$69K 0.06%
1,370
136
$67K 0.06%
974
-154
137
$67K 0.06%
944
+4
138
$67K 0.06%
440
-60
139
$67K 0.06%
+46
140
$66K 0.06%
5,636
141
$66K 0.06%
2,025
-100
142
$66K 0.06%
1,075
+275
143
$64K 0.06%
3,387
144
$64K 0.06%
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145
$63K 0.06%
910
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146
$62K 0.06%
1,900
147
$61K 0.05%
780
148
$61K 0.05%
582
149
$59K 0.05%
442
+175
150
$58K 0.05%
60
4 5
6
7 8