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
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.54M
3
+$4.28M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.92M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.87M

Top Sells

1
+$2.22M
2
+$1.38M
3
+$983K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$434K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$396K

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K 0.01%
116
252
$12K 0.01%
125
253
$11K 0.01%
+543
254
$11K 0.01%
+137
255
$11K 0.01%
125
256
$11K 0.01%
+257
257
$11K 0.01%
550
258
$11K 0.01%
154
259
$11K 0.01%
150
260
$11K 0.01%
270
+100
261
$11K 0.01%
255
262
$10K 0.01%
210
263
$10K 0.01%
55
264
$10K 0.01%
810
+3
265
$10K 0.01%
+290
266
$10K 0.01%
107
+60
267
$10K 0.01%
275
268
$10K 0.01%
+256
269
$10K 0.01%
240
270
$10K 0.01%
+1,000
271
$10K 0.01%
307
+191
272
$9K 0.01%
+164
273
$9K 0.01%
498
+4
274
$9K 0.01%
384
+5
275
$9K 0.01%
397
+3
9 10
11
12 13