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
$153M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$297K
3
+$282K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$255K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$244K

Top Sells

1
+$1.01M
2
+$823K
3
+$604K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$429K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$313K

Sector Composition

1 Healthcare 6.37%
2 Financials 2.8%
3 Industrials 2.47%
4 Technology 2.33%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14K 0.01%
+150
252
$14K 0.01%
98
253
$14K 0.01%
200
254
$13K 0.01%
242
255
$13K 0.01%
225
256
$12K 0.01%
186
257
$12K 0.01%
102
-202
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$12K 0.01%
229
-28
259
$12K 0.01%
972
-200
260
$11K 0.01%
315
261
$11K 0.01%
210
262
$11K 0.01%
192
+2
263
$11K 0.01%
73
264
$10K 0.01%
501
265
$10K 0.01%
87
-690
266
$10K 0.01%
105
267
$10K 0.01%
107
268
$10K 0.01%
48
269
$10K 0.01%
506
270
$9K 0.01%
112
271
$9K 0.01%
100
272
$9K 0.01%
270
-180
273
$8K 0.01%
560
274
$8K 0.01%
72
275
$8K 0.01%
49
9 10
11
12 13