BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
1-Year Return
14.58%
This Quarter Return
-0.35%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$91.9M
AUM Growth
-$6.32M
(-6.4%)
Cap. Flow
+$6.67M
Cap. Flow
% of AUM
7.25%
Top 10 Holdings %
Top 10 Hldgs %
59.5%
Holding
409
New
39
Increased
65
Reduced
29
Closed
16
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$2.73M |
| 2 |
AbbVie
ABBV
|
$920K |
| 3 |
ISL
Aberdeen Israel Fund, Inc.
ISL
|
$854K |
| 4 |
Abbott
ABT
|
$653K |
| 5 |
Schwab US TIPS ETF
SCHP
|
$390K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$927K |
| 2 |
Apple
AAPL
|
$98.2K |
| 3 |
Cohen & Steers REIT and Preferred and Income Fund
RNP
|
$59K |
| 4 |
Cisco
CSCO
|
$54.7K |
| 5 |
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% |
