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
$94.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$14.6M
3
+$8.75M
4
FM
iShares Frontier and Select EM ETF
FM
+$3.4M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$3.19M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.4%
2 Industrials 3.83%
3 Financials 3.7%
4 Technology 3.15%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8K 0.01%
+105
252
$8K 0.01%
+850
253
$8K 0.01%
+100
254
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+53
256
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257
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258
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259
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+100
260
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+545
261
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+504
262
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263
$7K 0.01%
+170
264
$6K 0.01%
+4
265
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+500
266
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267
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268
$6K 0.01%
+94
269
$6K 0.01%
+166
270
$6K 0.01%
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271
$5K 0.01%
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272
$5K 0.01%
+350
273
$5K 0.01%
+82
274
$5K 0.01%
+3
275
$5K 0.01%
+47
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