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
$228M
AUM Growth
+$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$681K
3
+$487K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$223K
5
FM
iShares Frontier and Select EM ETF
FM
+$174K

Top Sells

1
+$305K
2
+$191K
3
+$165K
4
AXP icon
American Express
AXP
+$118K
5
VZ icon
Verizon
VZ
+$93.2K

Sector Composition

1 Healthcare 4.77%
2 Technology 2.34%
3 Financials 2.23%
4 Consumer Discretionary 1.75%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18K 0.01%
365
252
$18K 0.01%
400
253
$17K 0.01%
419
254
$17K 0.01%
+571
255
$17K 0.01%
+299
256
$17K 0.01%
+46
257
$17K 0.01%
+3,333
258
$16K 0.01%
150
259
$16K 0.01%
500
260
$15K 0.01%
423
261
$14K 0.01%
150
262
$13K 0.01%
100
263
$13K 0.01%
500
264
$13K 0.01%
73
265
$12K 0.01%
400
266
$12K 0.01%
100
267
$11K ﹤0.01%
229
268
$11K ﹤0.01%
148
-45
269
$10K ﹤0.01%
87
270
$10K ﹤0.01%
242
271
$10K ﹤0.01%
49
272
$10K ﹤0.01%
207
273
$10K ﹤0.01%
100
274
$9K ﹤0.01%
418
275
$9K ﹤0.01%
58
9 10
11
12 13