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
$161M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$131K
3
+$113K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$103K
5
GE icon
GE Aerospace
GE
+$98.6K

Top Sells

1
+$186K
2
+$184K
3
+$161K
4
FRT icon
Federal Realty Investment Trust
FRT
+$149K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$129K

Sector Composition

1 Healthcare 6.44%
2 Financials 2.93%
3 Technology 2.62%
4 Industrials 2.55%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$99K 0.06%
1,124
127
$99K 0.06%
3,354
128
$99K 0.06%
3,457
129
$99K 0.06%
945
130
$98K 0.06%
861
131
$97K 0.06%
1,600
132
$95K 0.06%
2,844
+778
133
$89K 0.06%
3,265
134
$89K 0.06%
521
135
$88K 0.05%
5,636
136
$86K 0.05%
3,260
137
$86K 0.05%
1,620
138
$86K 0.05%
534
139
$84K 0.05%
275
140
$83K 0.05%
1,100
141
$83K 0.05%
2,080
-696
142
$83K 0.05%
1,612
143
$80K 0.05%
46
144
$80K 0.05%
1,600
145
$79K 0.05%
269
-124
146
$79K 0.05%
1,174
-100
147
$78K 0.05%
+3,900
148
$77K 0.05%
1,433
149
$76K 0.05%
572
150
$75K 0.05%
974
4 5
6
7 8