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
$90.1M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$149K
3
+$124K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$109K
5
FM
iShares Frontier and Select EM ETF
FM
+$104K

Top Sells

1
+$17.3M
2
+$595K
3
+$342K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$190K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$167K

Sector Composition

1 Healthcare 8.23%
2 Industrials 3.96%
3 Financials 3.38%
4 Technology 3.15%
5 Energy 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K 0.02%
201
-114
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$16K 0.02%
241
-19
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$16K 0.02%
1,000
229
$16K 0.02%
358
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$15K 0.02%
120
-17
231
$15K 0.02%
200
232
$15K 0.02%
604
-70
233
$15K 0.02%
103
234
$15K 0.02%
520
235
$14K 0.02%
109
236
$14K 0.02%
544
237
$14K 0.02%
384
238
$14K 0.02%
350
239
$14K 0.02%
200
240
$14K 0.02%
506
241
$13K 0.01%
100
242
$13K 0.01%
146
243
$13K 0.01%
150
244
$13K 0.01%
972
245
$13K 0.01%
425
246
$13K 0.01%
307
247
$13K 0.01%
116
248
$13K 0.01%
127
-50
249
$12K 0.01%
255
250
$12K 0.01%
275
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