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
$94.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$14.6M
3
+$8.75M
4
FM
iShares Frontier and Select EM ETF
FM
+$3.4M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$3.19M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.4%
2 Industrials 3.83%
3 Financials 3.7%
4 Technology 3.15%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K 0.01%
+150
227
$11K 0.01%
+177
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$10K 0.01%
+157
229
$10K 0.01%
+83
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+255
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$10K 0.01%
+270
232
$9K 0.01%
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233
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234
$9K 0.01%
+384
235
$9K 0.01%
+67
236
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237
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238
$9K 0.01%
+400
239
$9K 0.01%
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240
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241
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242
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243
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244
$9K 0.01%
+200
245
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246
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249
$8K 0.01%
+150
250
$8K 0.01%
+134
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