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
151
$44K 0.05%
800
152
$43K 0.05%
3,990
153
$43K 0.05%
1,047
154
$41K 0.04%
1,900
155
$39K 0.04%
1,061
156
$39K 0.04%
551
157
$37K 0.04%
775
+200
158
$37K 0.04%
1,092
+1
159
$36K 0.04%
946
-500
160
$35K 0.04%
304
-102
161
$34K 0.04%
884
162
$33K 0.04%
1,400
163
$33K 0.04%
2,040
-2,040
164
$32K 0.03%
1,074
+726
165
$32K 0.03%
273
166
$32K 0.03%
247
167
$32K 0.03%
814
168
$31K 0.03%
75
169
$30K 0.03%
1,220
170
$30K 0.03%
338
+1
171
$29K 0.03%
770
172
$29K 0.03%
267
173
$29K 0.03%
268
174
$28K 0.03%
400
+300
175
$27K 0.03%
1,197
5 6
7
8 9