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
$94.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$14.6M
3
+$8.75M
4
FM
iShares Frontier and Select EM ETF
FM
+$3.4M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$3.19M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.4%
2 Industrials 3.83%
3 Financials 3.7%
4 Technology 3.15%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K 0.01%
+317
277
$5K 0.01%
+30
278
$5K 0.01%
+116
279
$4K ﹤0.01%
+125
280
$4K ﹤0.01%
+200
281
$4K ﹤0.01%
+100
282
$4K ﹤0.01%
+100
283
$4K ﹤0.01%
+35
284
$4K ﹤0.01%
+94
285
$4K ﹤0.01%
+200
286
$4K ﹤0.01%
+55
287
$4K ﹤0.01%
+247
288
$4K ﹤0.01%
+146
289
$3K ﹤0.01%
+31
290
$3K ﹤0.01%
+198
291
$3K ﹤0.01%
+32
292
$3K ﹤0.01%
+1
293
$3K ﹤0.01%
+119
294
$3K ﹤0.01%
+76
295
$3K ﹤0.01%
+2,250
296
$3K ﹤0.01%
+183
297
$3K ﹤0.01%
+500
298
$2K ﹤0.01%
+69
299
$2K ﹤0.01%
+40
300
$2K ﹤0.01%
+60
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