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

Top Buys

1
+$5.55M
2
+$4.54M
3
+$4.28M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.92M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.87M

Top Sells

1
+$2.22M
2
+$1.38M
3
+$983K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$434K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$396K

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%
+256
277
$9K 0.01%
+667
278
$9K 0.01%
+90
279
$9K 0.01%
100
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100
281
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210
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225
283
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300
284
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100
285
$9K 0.01%
73
286
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100
287
$8K 0.01%
+242
288
$8K 0.01%
+204
289
$8K 0.01%
300
290
$8K 0.01%
100
291
$8K 0.01%
270
292
$8K 0.01%
277
293
$8K 0.01%
384
294
$8K 0.01%
174
+74
295
$8K 0.01%
225
+3
296
$8K 0.01%
+459
297
$8K 0.01%
100
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$8K 0.01%
72
-11
299
$8K 0.01%
144
300
$8K 0.01%
+475
10 11
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