BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
1-Year Return
14.58%
This Quarter Return
+2.54%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$228M
AUM Growth
+$6.55M
(+3%)
Cap. Flow
+$978K
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
75.57%
Holding
382
New
16
Increased
27
Reduced
57
Closed
34
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$305K |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$191K |
| 3 |
Federal Realty Investment Trust
FRT
|
$165K |
| 4 |
American Express
AXP
|
$118K |
| 5 |
Verizon
VZ
|
$93.2K |
Sector Composition
| 1 | Healthcare | 4.77% |
| 2 | Technology | 2.34% |
| 3 | Financials | 2.23% |
| 4 | Consumer Discretionary | 1.75% |
| 5 | Industrials | 1.73% |
