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
$153M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$297K
3
+$282K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$255K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$244K

Top Sells

1
+$1.01M
2
+$823K
3
+$604K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$429K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$313K

Sector Composition

1 Healthcare 6.37%
2 Financials 2.8%
3 Industrials 2.47%
4 Technology 2.33%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
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227
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160
228
$21K 0.01%
307
229
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515
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231
$20K 0.01%
314
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232
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233
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234
$19K 0.01%
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235
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408
236
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711
237
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238
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$18K 0.01%
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242
$17K 0.01%
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$17K 0.01%
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$16K 0.01%
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248
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249
$15K 0.01%
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250
$15K 0.01%
384
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