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
$220M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.34%
2 Financials 2.3%
3 Technology 2.21%
4 Consumer Discretionary 1.99%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$37K 0.02%
474
202
$37K 0.02%
658
203
$36K 0.02%
282
204
$36K 0.02%
240
205
$35K 0.02%
679
206
$34K 0.02%
800
207
$34K 0.02%
660
208
$34K 0.02%
629
209
$33K 0.02%
137
210
$33K 0.02%
872
211
$33K 0.02%
624
-988
212
$32K 0.01%
1,400
213
$32K 0.01%
314
214
$31K 0.01%
906
215
$31K 0.01%
162
216
$31K 0.01%
1,457
217
$31K 0.01%
1,300
218
$31K 0.01%
250
219
$30K 0.01%
1,197
220
$30K 0.01%
179
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221
$30K 0.01%
323
222
$30K 0.01%
230
223
$29K 0.01%
373
224
$29K 0.01%
365
225
$29K 0.01%
364