Burt Wealth Advisors latest Q1_2021 13F filings reported $271,324,000 in market value on this 2021-04-15 report date . The portfolio quarterly return is -6.52%. This fund has 91 securities concentrations of 100% weights.
Burt Wealth Advisors largest holding is SPDR S&P 500 ETF Trust with weight of 8.88% and $24,097,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.