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
$80.4M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$718K
3
+$425K
4
FM
iShares Frontier and Select EM ETF
FM
+$245K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$171K

Top Sells

1
+$4.53M
2
+$854K
3
+$572K
4
ABBV icon
AbbVie
ABBV
+$353K
5
WGL
Wgl Holdings
WGL
+$306K

Sector Composition

1 Healthcare 8.08%
2 Industrials 3.92%
3 Financials 3.65%
4 Technology 3.58%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K 0.01%
112
277
$7K 0.01%
550
-250
278
$7K 0.01%
384
279
$7K 0.01%
500
280
$7K 0.01%
+105
281
$7K 0.01%
3,996
282
$7K 0.01%
100
283
$7K 0.01%
+200
284
$7K 0.01%
+107
285
$7K 0.01%
107
286
$7K 0.01%
270
287
$7K 0.01%
3,470
288
$6K 0.01%
235
+3
289
$6K 0.01%
134
290
$6K 0.01%
71
291
$6K 0.01%
157
292
$6K 0.01%
100
293
$6K 0.01%
2,000
+800
294
$6K 0.01%
545
295
$6K 0.01%
132
296
$6K 0.01%
277
297
$5K 0.01%
270
-280
298
$5K 0.01%
350
299
$5K 0.01%
+51
300
$5K 0.01%
10
-7
10 11
12
13 14