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
$228M
AUM Growth
+$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$681K
3
+$487K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$223K
5
FM
iShares Frontier and Select EM ETF
FM
+$174K

Top Sells

1
+$305K
2
+$191K
3
+$165K
4
AXP icon
American Express
AXP
+$118K
5
VZ icon
Verizon
VZ
+$93.2K

Sector Composition

1 Healthcare 4.77%
2 Technology 2.34%
3 Financials 2.23%
4 Consumer Discretionary 1.75%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K 0.01%
436
227
$22K 0.01%
440
228
$22K 0.01%
431
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123
230
$22K 0.01%
395
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231
$21K 0.01%
+597
232
$21K 0.01%
1,750
233
$21K 0.01%
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234
$21K 0.01%
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235
$21K 0.01%
243
236
$20K 0.01%
1,200
237
$20K 0.01%
711
238
$20K 0.01%
182
239
$20K 0.01%
248
240
$20K 0.01%
205
241
$19K 0.01%
290
242
$19K 0.01%
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243
$19K 0.01%
408
244
$19K 0.01%
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245
$18K 0.01%
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246
$18K 0.01%
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$18K 0.01%
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248
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249
$18K 0.01%
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250
$18K 0.01%
204
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