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
$220M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$602K
3
+$596K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$586K
5
FM
iShares Frontier and Select EM ETF
FM
+$372K

Top Sells

1
+$603K
2
+$208K
3
+$152K
4
TIPZ icon
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
+$142K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$133K

Sector Composition

1 Healthcare 5.34%
2 Financials 2.3%
3 Technology 2.21%
4 Consumer Discretionary 1.99%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K 0.01%
+310
277
$14K 0.01%
400
278
$13K 0.01%
1,000
279
$13K 0.01%
+300
280
$13K 0.01%
73
281
$12K 0.01%
102
282
$12K 0.01%
105
283
$12K 0.01%
107
284
$12K 0.01%
360
285
$11K 0.01%
506
286
$11K 0.01%
100
287
$11K 0.01%
87
288
$11K 0.01%
242
289
$11K 0.01%
49
290
$11K 0.01%
100
291
$11K 0.01%
229
292
$11K 0.01%
972
293
$10K ﹤0.01%
418
294
$10K ﹤0.01%
315
295
$10K ﹤0.01%
+100
296
$10K ﹤0.01%
72
297
$10K ﹤0.01%
237
298
$9K ﹤0.01%
138
299
$9K ﹤0.01%
+40
300
$9K ﹤0.01%
400
10 11
12
13 14