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
$256M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$871K
3 +$647K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$497K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$473K

Top Sells

1 +$16.4M
2 +$880K
3 +$595K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$488K
5
FM
iShares Frontier and Select EM ETF
FM
+$243K

Sector Composition

1 Healthcare 4.8%
2 Financials 2.76%
3 Technology 2.53%
4 Consumer Discretionary 1.67%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$32K 0.01%
1,400
202
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575
+475
203
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544
204
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548
205
$32K 0.01%
679
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719
+6
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992
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364
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512
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+1
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$24K 0.01%
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631
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$24K 0.01%
172
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$23K 0.01%
431