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
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.54M
3
+$4.28M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.92M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.87M

Top Sells

1
+$2.22M
2
+$1.38M
3
+$983K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$434K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$396K

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K 0.01%
146
227
$15K 0.01%
+1,000
228
$15K 0.01%
711
229
$15K 0.01%
252
230
$15K 0.01%
667
-333
231
$15K 0.01%
+1,413
232
$14K 0.01%
544
233
$14K 0.01%
241
234
$14K 0.01%
200
235
$14K 0.01%
520
236
$14K 0.01%
425
237
$13K 0.01%
174
+34
238
$13K 0.01%
+570
239
$13K 0.01%
200
240
$13K 0.01%
600
241
$13K 0.01%
109
242
$13K 0.01%
100
243
$12K 0.01%
+294
244
$12K 0.01%
+380
245
$12K 0.01%
+248
246
$12K 0.01%
48
247
$12K 0.01%
972
248
$12K 0.01%
150
249
$12K 0.01%
2,250
250
$12K 0.01%
500
8 9
10
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