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
176
$53K 0.03%
430
177
$53K 0.03%
450
178
$52K 0.03%
1,082
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$51K 0.03%
620
180
$51K 0.03%
+1,250
181
$50K 0.03%
261
182
$48K 0.03%
5,000
183
$47K 0.03%
326
184
$47K 0.03%
800
185
$47K 0.03%
1,349
186
$47K 0.03%
648
+100
187
$47K 0.03%
1,370
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188
$46K 0.03%
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189
$46K 0.03%
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190
$46K 0.03%
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191
$44K 0.03%
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192
$43K 0.03%
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193
$43K 0.03%
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194
$43K 0.03%
587
195
$42K 0.03%
247
196
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197
$41K 0.03%
714
198
$41K 0.03%
500
199
$39K 0.02%
+400
200
$38K 0.02%
642
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