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
176
$27K 0.03%
3,090
177
$27K 0.03%
560
178
$26K 0.03%
872
179
$26K 0.03%
474
180
$26K 0.03%
1,000
181
$25K 0.03%
442
182
$25K 0.03%
2,184
183
$24K 0.03%
497
-5
184
$23K 0.03%
540
185
$23K 0.03%
506
186
$23K 0.03%
691
187
$22K 0.02%
+177
188
$22K 0.02%
300
189
$22K 0.02%
524
+358
190
$22K 0.02%
326
191
$22K 0.02%
379
+251
192
$22K 0.02%
+200
193
$22K 0.02%
263
+138
194
$21K 0.02%
977
195
$21K 0.02%
336
196
$21K 0.02%
307
197
$21K 0.02%
+729
198
$21K 0.02%
+150
199
$21K 0.02%
220
+100
200
$21K 0.02%
600
6 7
8
9 10