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
$209M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$634K
3
+$343K
4
TIPZ icon
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
+$337K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$280K

Top Sells

1
+$2.4M
2
+$1.08M
3
+$687K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$531K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$464K

Sector Composition

1 Healthcare 5.07%
2 Financials 2.35%
3 Technology 2.09%
4 Consumer Discretionary 1.91%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19K 0.01%
+1,750
252
$19K 0.01%
408
253
$19K 0.01%
711
254
$19K 0.01%
326
255
$19K 0.01%
182
256
$19K 0.01%
2,729
257
$18K 0.01%
200
258
$18K 0.01%
205
-121
259
$17K 0.01%
250
260
$17K 0.01%
+311
261
$17K 0.01%
350
262
$16K 0.01%
101
263
$16K 0.01%
150
264
$16K 0.01%
1,000
265
$15K 0.01%
120
266
$15K 0.01%
197
+1
267
$15K 0.01%
400
268
$14K 0.01%
1,000
269
$13K 0.01%
400
270
$13K 0.01%
360
271
$12K 0.01%
419
272
$12K 0.01%
242
273
$12K 0.01%
102
274
$12K 0.01%
105
275
$12K 0.01%
107
9 10
11
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