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
$209M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.07%
2 Financials 2.35%
3 Technology 2.09%
4 Consumer Discretionary 1.91%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$36K 0.02%
629
202
$35K 0.02%
282
203
$35K 0.02%
800
204
$35K 0.02%
714
205
$34K 0.02%
660
206
$33K 0.02%
872
207
$33K 0.02%
240
208
$32K 0.02%
1,400
209
$32K 0.02%
474
210
$32K 0.02%
250
211
$31K 0.01%
137
212
$31K 0.01%
1,197
213
$30K 0.01%
314
214
$30K 0.01%
201
215
$30K 0.01%
1,300
216
$30K 0.01%
679
217
$29K 0.01%
373
218
$29K 0.01%
365
219
$29K 0.01%
536
220
$28K 0.01%
598
-491
221
$28K 0.01%
323
222
$28K 0.01%
230
223
$27K 0.01%
475
224
$27K 0.01%
288
225
$27K 0.01%
560