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
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$4.3M
3
+$4.04M
4
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.89M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.81M

Top Sells

1
+$2.32M
2
+$1.42M
3
+$1.03M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$438K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$405K

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K 0.01%
+164
277
$9K 0.01%
+667
278
$9K 0.01%
210
279
$9K 0.01%
498
+4
280
$9K 0.01%
300
281
$9K 0.01%
100
282
$9K 0.01%
73
283
$9K 0.01%
+256
284
$9K 0.01%
100
285
$9K 0.01%
384
+5
286
$9K 0.01%
397
+3
287
$8K 0.01%
174
+74
288
$8K 0.01%
225
+3
289
$8K 0.01%
+459
290
$8K 0.01%
110
291
$8K 0.01%
348
+2
292
$8K 0.01%
+224
293
$8K 0.01%
100
+68
294
$8K 0.01%
100
295
$8K 0.01%
100
296
$8K 0.01%
72
-11
297
$8K 0.01%
144
298
$8K 0.01%
+475
299
$8K 0.01%
+609
300
$8K 0.01%
+242
10 11
12
13 14