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
201
$38K 0.02%
629
202
$38K 0.02%
564
203
$37K 0.02%
906
204
$36K 0.02%
474
205
$36K 0.02%
660
-350
206
$35K 0.02%
1,300
207
$34K 0.02%
+137
208
$34K 0.02%
872
209
$34K 0.02%
1,061
210
$33K 0.02%
398
+33
211
$33K 0.02%
1,197
212
$33K 0.02%
288
213
$33K 0.02%
+240
214
$32K 0.02%
1,400
215
$32K 0.02%
250
216
$31K 0.02%
475
217
$31K 0.02%
1,035
-1,215
218
$31K 0.02%
326
219
$31K 0.02%
230
-100
220
$30K 0.02%
373
221
$30K 0.02%
282
222
$30K 0.02%
1,561
+23
223
$29K 0.02%
+1,400
224
$29K 0.02%
201
225
$28K 0.02%
323
+75
7 8
9
10 11