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
$290M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Sells

1 +$5.77M
2 +$455K
3 +$250K
4
UGI icon
UGI
UGI
+$119K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$116K

Sector Composition

1 Healthcare 4.44%
2 Technology 3.08%
3 Financials 1.72%
4 Consumer Discretionary 1.5%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$111K 0.04%
12,900
127
$107K 0.04%
1,500
128
$107K 0.04%
1,901
129
$106K 0.04%
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131
$103K 0.04%
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132
$102K 0.04%
46
133
$98K 0.03%
459
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134
$98K 0.03%
323
135
$95K 0.03%
524
136
$94K 0.03%
1,124
137
$94K 0.03%
1,071
138
$93K 0.03%
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139
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994
140
$87K 0.03%
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141
$85K 0.03%
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142
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143
$81K 0.03%
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144
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146
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147
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148
$79K 0.03%
383
149
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1,554
150
$78K 0.03%
8,182
-570