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
$209M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$634K
3
+$343K
4
TIPZ icon
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
+$337K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$280K

Top Sells

1
+$2.4M
2
+$1.08M
3
+$687K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$531K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$464K

Sector Composition

1 Healthcare 5.07%
2 Financials 2.35%
3 Technology 2.09%
4 Consumer Discretionary 1.91%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.01%
1,520
227
$26K 0.01%
162
228
$26K 0.01%
1,061
229
$25K 0.01%
349
230
$25K 0.01%
323
231
$25K 0.01%
364
-200
232
$24K 0.01%
+3,494
233
$24K 0.01%
992
-4,039
234
$24K 0.01%
544
235
$24K 0.01%
160
236
$23K 0.01%
314
237
$23K 0.01%
307
238
$22K 0.01%
241
239
$22K 0.01%
75
240
$22K 0.01%
1,035
241
$22K 0.01%
440
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242
$22K 0.01%
206
243
$22K 0.01%
132
244
$21K 0.01%
436
245
– –
0
246
$20K 0.01%
98
247
$20K 0.01%
950
248
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249
$20K 0.01%
150
250
$19K 0.01%
175
8 9
10
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