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
$222M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.9M
3
+$2.17M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.98M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.76M

Top Sells

1
+$4.09M
2
+$3.15M
3
+$1.84M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$1.56M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.48M

Sector Composition

1 Healthcare 5.05%
2 Technology 2.32%
3 Financials 2.2%
4 Industrials 1.8%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18K 0.01%
500
-849
252
$18K 0.01%
160
253
$18K 0.01%
365
254
$18K 0.01%
400
255
$17K 0.01%
205
256
$16K 0.01%
+423
257
$16K 0.01%
+500
258
$16K 0.01%
202
+2
259
$16K 0.01%
150
260
$15K 0.01%
419
261
$15K 0.01%
35
+9
262
$15K 0.01%
256
-70
263
$15K 0.01%
250
264
$14K 0.01%
150
265
$14K 0.01%
+193
266
$13K 0.01%
73
267
$11K 0.01%
242
268
$11K 0.01%
400
269
$11K 0.01%
100
270
$11K 0.01%
107
271
$11K 0.01%
+500
272
$11K 0.01%
100
273
$10K ﹤0.01%
87
274
$10K ﹤0.01%
49
275
$10K ﹤0.01%
207
9 10
11
12 13