BWA

Burt Wealth Advisors Portfolio holdings

AUM $407M
1-Year Est. Return 11.98%
This Fund
S&P 500
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
+$5.63M
2
+$4.3M
3
+$4.04M
4
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.89M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.81M

Top Sells

1
+$2.32M
2
+$1.42M
3
+$1.03M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$438K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$405K

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%
48
252
$12K 0.01%
972
253
$11K 0.01%
+543
254
$11K 0.01%
550
255
$11K 0.01%
150
256
$11K 0.01%
270
+100
257
$11K 0.01%
+137
258
$11K 0.01%
125
259
$11K 0.01%
255
260
$11K 0.01%
+257
261
$11K 0.01%
154
262
$10K 0.01%
240
263
$10K 0.01%
210
264
$10K 0.01%
55
265
$10K 0.01%
810
+3
266
$10K 0.01%
+290
267
$10K 0.01%
107
+60
268
$10K 0.01%
+1,000
269
$10K 0.01%
307
+191
270
$10K 0.01%
275
271
$10K 0.01%
+256
272
$9K 0.01%
+90
273
$9K 0.01%
100
274
$9K 0.01%
100
275
$9K 0.01%
225
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