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
$256M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$871K
3
+$647K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$497K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$473K

Top Sells

1
+$16.4M
2
+$880K
3
+$595K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$488K
5
FM
iShares Frontier and Select EM ETF
FM
+$243K

Sector Composition

1 Healthcare 4.8%
2 Financials 2.76%
3 Technology 2.53%
4 Consumer Discretionary 1.67%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18K 0.01%
299
252
$18K 0.01%
87
+41
253
$18K 0.01%
248
254
$18K 0.01%
365
255
$17K 0.01%
500
256
$16K 0.01%
220
-70
257
$15K 0.01%
100
258
$15K 0.01%
2,729
259
$14K 0.01%
+200
260
$14K 0.01%
73
261
$13K 0.01%
440
+40
262
$12K ﹤0.01%
200
263
$12K ﹤0.01%
100
264
$12K ﹤0.01%
229
265
$11K ﹤0.01%
+500
266
$11K ﹤0.01%
242
267
$11K ﹤0.01%
207
268
$11K ﹤0.01%
100
269
$10K ﹤0.01%
237
270
$10K ﹤0.01%
131
-3
271
$10K ﹤0.01%
49
272
$9K ﹤0.01%
36
273
$9K ﹤0.01%
418
274
$9K ﹤0.01%
40
275
$9K ﹤0.01%
72
9 10
11
12 13