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
$153M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$297K
3
+$282K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$255K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$244K

Top Sells

1
+$1.01M
2
+$823K
3
+$604K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$429K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$313K

Sector Composition

1 Healthcare 6.37%
2 Financials 2.8%
3 Industrials 2.47%
4 Technology 2.33%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K 0.01%
100
277
$8K 0.01%
+500
278
$7K ﹤0.01%
130
279
$7K ﹤0.01%
292
280
$7K ﹤0.01%
157
281
$7K ﹤0.01%
10
282
$7K ﹤0.01%
72
283
$7K ﹤0.01%
501
-145
284
$7K ﹤0.01%
50
285
$7K ﹤0.01%
545
286
$7K ﹤0.01%
150
287
$7K ﹤0.01%
183
288
$7K ﹤0.01%
277
289
$6K ﹤0.01%
120
-2,624
290
$6K ﹤0.01%
245
291
$6K ﹤0.01%
299
292
$6K ﹤0.01%
10
293
$6K ﹤0.01%
99
294
$5K ﹤0.01%
76
295
$5K ﹤0.01%
56
-280
296
$5K ﹤0.01%
115
297
$5K ﹤0.01%
100
298
$5K ﹤0.01%
69
299
$5K ﹤0.01%
100
-108
300
$5K ﹤0.01%
90
-450
10 11
12
13 14