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Home > Institutional Investor > Burt Wealth Advisors > Profile

Instuitional Investor - Burt Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Burt Wealth Advisors
Portfolio Value $350,323,241
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Caci International Inc
 CACI 83,682 $27,101,253 7.73%
2.
Schwab Strategic Trust
 FNDF 448,774 $25,310,840 7.22%
3.
Vanguard Bond Index Funds
 BND 325,723 $24,878,756 7.1%
4.
Spdr Series Trust
 730,869 $23,994,427 6.84%
5.
Spdr S & P 500 Etf Trust
 SPY 48,701 $23,147,896 6.6%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)