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
$209M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$634K
3
+$343K
4
TIPZ icon
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
+$337K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$280K

Top Sells

1
+$2.4M
2
+$1.08M
3
+$687K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$531K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$464K

Sector Composition

1 Healthcare 5.07%
2 Financials 2.35%
3 Technology 2.09%
4 Consumer Discretionary 1.91%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K 0.01%
73
277
$12K 0.01%
102
278
$12K 0.01%
972
279
$11K 0.01%
100
280
$11K 0.01%
207
281
$10K ﹤0.01%
315
282
$10K ﹤0.01%
87
283
$10K ﹤0.01%
49
284
$10K ﹤0.01%
100
285
$10K ﹤0.01%
229
286
$9K ﹤0.01%
+418
287
$9K ﹤0.01%
72
288
$9K ﹤0.01%
+138
289
$9K ﹤0.01%
58
290
$9K ﹤0.01%
72
291
$9K ﹤0.01%
+237
292
$8K ﹤0.01%
+506
293
$8K ﹤0.01%
560
294
$8K ﹤0.01%
+691
295
$8K ﹤0.01%
100
296
$8K ﹤0.01%
200
297
$7K ﹤0.01%
299
298
$7K ﹤0.01%
50
299
$7K ﹤0.01%
178
300
$7K ﹤0.01%
545
10 11
12
13 14