BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
1-Year Return
14.58%
This Quarter Return
-8.74%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$211M
AUM Growth
-$8.92M
(-4%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
5.33%
Top 10 Holdings %
Top 10 Hldgs %
68%
Holding
423
New
21
Increased
60
Reduced
51
Closed
56
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.98M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$2.55M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$2.14M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.54M |
| 5 |
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
|
$1.48M |
Top Sells
Sector Composition
| 1 | Healthcare | 5.18% |
| 2 | Financials | 2.14% |
| 3 | Technology | 1.85% |
| 4 | Consumer Discretionary | 1.8% |
| 5 | Industrials | 1.66% |
