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
$256M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$871K
3
+$647K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$497K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$473K

Top Sells

1
+$16.4M
2
+$880K
3
+$595K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$488K
5
FM
iShares Frontier and Select EM ETF
FM
+$243K

Sector Composition

1 Healthcare 4.8%
2 Financials 2.76%
3 Technology 2.53%
4 Consumer Discretionary 1.67%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.01%
243
227
$23K 0.01%
597
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$22K 0.01%
75
229
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1,750
230
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75
231
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232
$21K 0.01%
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233
$21K 0.01%
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234
$21K 0.01%
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235
$21K 0.01%
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236
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436
237
$21K 0.01%
711
238
$21K 0.01%
165
239
$21K 0.01%
224
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$20K 0.01%
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241
$20K 0.01%
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242
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243
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245
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$19K 0.01%
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248
$18K 0.01%
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249
$18K 0.01%
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250
$18K 0.01%
1,035
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10
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