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
$110M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.19M
3
+$449K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$353K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$272K

Top Sells

1
+$4.35M
2
+$4.17M
3
+$3.44M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.65M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.74M

Sector Composition

1 Healthcare 6.66%
2 Industrials 3.37%
3 Financials 3.09%
4 Technology 2.9%
5 Energy 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.02%
2,240
+2,148
227
$23K 0.02%
+564
228
$23K 0.02%
86
+5
229
$23K 0.02%
306
+6
230
$23K 0.02%
+1,197
231
$23K 0.02%
+213
232
$23K 0.02%
200
233
$22K 0.02%
432
+32
234
$22K 0.02%
884
235
$22K 0.02%
568
236
$21K 0.02%
336
237
$21K 0.02%
1,000
+430
238
$21K 0.02%
1,350
239
$21K 0.02%
+300
240
$20K 0.02%
75
241
$20K 0.02%
+300
242
$20K 0.02%
437
243
$20K 0.02%
388
244
$20K 0.02%
326
245
$19K 0.02%
408
246
$19K 0.02%
663
247
$19K 0.02%
177
248
$19K 0.02%
+250
249
$18K 0.02%
260
+19
250
$18K 0.02%
1,045
+800
8 9
10
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