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
201
$29K 0.03%
282
202
$29K 0.03%
1,520
203
$29K 0.03%
435
204
$28K 0.03%
978
-402
205
$28K 0.03%
1,000
206
$28K 0.03%
564
207
$27K 0.02%
560
208
$26K 0.02%
475
209
$26K 0.02%
474
210
$26K 0.02%
1,061
211
$25K 0.02%
872
212
$25K 0.02%
336
213
$25K 0.02%
349
+2
214
$24K 0.02%
1,197
215
$24K 0.02%
+206
216
$24K 0.02%
670
217
$23K 0.02%
515
+307
218
$23K 0.02%
350
+250
219
$23K 0.02%
326
220
$22K 0.02%
201
221
$22K 0.02%
540
222
$21K 0.02%
+200
223
$21K 0.02%
75
224
$21K 0.02%
400
225
$21K 0.02%
568
7 8
9
10 11