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
151
$74K 0.05%
1,125
+900
152
$72K 0.04%
+700
153
$71K 0.04%
1,370
154
$70K 0.04%
394
+29
155
$69K 0.04%
700
156
$69K 0.04%
2,255
157
$67K 0.04%
3,387
158
$66K 0.04%
1,499
+440
159
$65K 0.04%
386
+240
160
$65K 0.04%
842
+400
161
$65K 0.04%
5,070
162
$64K 0.04%
2,001
163
$63K 0.04%
2,025
164
$63K 0.04%
2,226
165
$60K 0.04%
835
166
$59K 0.04%
519
167
$59K 0.04%
383
-5
168
$58K 0.04%
+2,175
169
$57K 0.04%
12,900
170
$56K 0.03%
800
171
$55K 0.03%
440
+32
172
$55K 0.03%
690
173
$54K 0.03%
1,415
174
$54K 0.03%
1,554
175
$53K 0.03%
974
5 6
7
8 9