
Burt Wealth Advisors
CIK Number: 0001612041
399.13M
Market Value
111
# of Holdings
25 months
Avg. Holding Period
32.77%
Win Rate
14.41%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | SCHX | Schwab U.S. Lar... | 23.06 | -0.04% | 1.43M | +204.32% | 33.2M | 14.34 | 8.43% |
2 | CACI | CACI Internatio... | 474.36 | +0.37% | 80.72K | +0.04% | 32.62M | 262.88 | 8.28% |
3 | BIV | Vanguard Interm... | 75.61 | +0.34% | 414.27K | +8.87% | 30.96M | 82.68 | 7.86% |
4 | GLDM | SPDR Gold MiniS... | 65.14 | -0.88% | 549.19K | -0.96% | 28.55M | 36.72 | 7.25% |
5 | SPIB | SPDR Portfolio ... | 33.02 | +0.24% | 808.27K | +3.37% | 26.48M | 32.5 | 6.72% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.