BWA

Burt Wealth Advisors Portfolio holdings

AUM $437M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$26K 0.02%
365
177
$25K 0.02%
872
178
$25K 0.02%
+475
179
$25K 0.02%
474
180
$25K 0.02%
210
-197
181
$25K 0.02%
81
+26
182
$24K 0.02%
3,736
183
$24K 0.02%
343
+164
184
$23K 0.02%
442
185
$23K 0.02%
300
+100
186
$23K 0.02%
524
187
$23K 0.02%
540
188
$22K 0.02%
75
189
$22K 0.02%
537
+137
190
$21K 0.02%
115
191
$21K 0.02%
5,200
+3,200
192
$21K 0.02%
259
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193
$21K 0.02%
326
194
$21K 0.02%
1,350
195
$21K 0.02%
568
196
$21K 0.02%
+795
197
$21K 0.02%
506
198
$20K 0.02%
336
199
$20K 0.02%
+200
200
$20K 0.02%
17
-3