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
$112M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$2.28M
3
+$1.49M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.3M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.21M

Top Sells

1
+$802K
2
+$276K
3
+$178K
4
PNY
PIEDMONT NATURAL GAS CO INC(NC
PNY
+$149K
5
SPXS icon
Direxion Daily S&P 500 Bear 3x Shares
SPXS
+$144K

Sector Composition

1 Healthcare 7.21%
2 Financials 3.53%
3 Technology 3.18%
4 Industrials 3.1%
5 Energy 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$40K 0.04%
1,822
+525
177
$40K 0.04%
714
178
$40K 0.04%
800
+600
179
$39K 0.03%
247
180
$39K 0.03%
629
181
$37K 0.03%
1,590
+190
182
$37K 0.03%
480
+15
183
$37K 0.03%
884
184
$37K 0.03%
261
185
$36K 0.03%
460
+125
186
$36K 0.03%
304
187
$36K 0.03%
1,270
188
$35K 0.03%
340
189
$35K 0.03%
1,125
+700
190
$34K 0.03%
2,250
191
$34K 0.03%
273
192
$34K 0.03%
411
193
$33K 0.03%
4,744
+16
194
$32K 0.03%
442
195
$32K 0.03%
500
-196
196
$31K 0.03%
650
-56
197
$31K 0.03%
761
198
$30K 0.03%
373
199
$30K 0.03%
496
+246
200
$29K 0.03%
201
+92
6 7
8
9 10