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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 $399,127,403
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
World Gold Tr
 543,725 $33,651,140 8.43%
2.
Vanguard Bond Index Funds
 BND 430,928 $32,996,152 8.27%
3.
Schwab Strategic Trust
 FNDF 1,451,704 $32,053,631 8.03%
4.
Caci International Inc
 CACI 80,722 $29,618,516 7.42%
5.
Spdr Series Trust
 825,105 $27,426,479 6.87%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)