BWA

Burt Wealth Advisors Portfolio holdings

AUM $407M
1-Year Est. Return 11.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.9M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$894K
3
+$638K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$393K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$345K

Top Sells

1
+$903K
2
+$91.2K
3
+$59K
4
CSCO icon
Cisco
CSCO
+$57.4K
5
UNH icon
UnitedHealth
UNH
+$52.2K

Sector Composition

1 Healthcare 8.8%
2 Financials 7.39%
3 Industrials 3.76%
4 Technology 3.42%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K 0.01%
107
277
$8K 0.01%
7
+4
278
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144
279
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100
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500
-300
281
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+3,470
282
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283
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112
284
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277
287
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288
$7K 0.01%
100
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500
291
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$7K 0.01%
80
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$7K 0.01%
55
-12
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$7K 0.01%
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296
$6K 0.01%
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298
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299
$6K 0.01%
134
300
$6K 0.01%
545
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