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
$222M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.9M
3
+$2.17M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.98M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.76M

Top Sells

1
+$4.09M
2
+$3.15M
3
+$1.84M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$1.56M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.48M

Sector Composition

1 Healthcare 5.05%
2 Technology 2.32%
3 Financials 2.2%
4 Industrials 1.8%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10K ﹤0.01%
229
-29
277
$10K ﹤0.01%
125
278
$10K ﹤0.01%
100
279
$9K ﹤0.01%
+298
280
$9K ﹤0.01%
58
-121
281
$9K ﹤0.01%
72
282
$9K ﹤0.01%
237
283
$9K ﹤0.01%
165
+35
284
$8K ﹤0.01%
200
285
$8K ﹤0.01%
418
286
$8K ﹤0.01%
40
287
$8K ﹤0.01%
74
+28
288
$8K ﹤0.01%
132
289
$7K ﹤0.01%
691
290
$7K ﹤0.01%
506
291
$7K ﹤0.01%
350
292
$7K ﹤0.01%
560
293
$7K ﹤0.01%
545
294
$7K ﹤0.01%
270
295
– –
0
296
$6K ﹤0.01%
292
297
$6K ﹤0.01%
56
298
$6K ﹤0.01%
100
299
$6K ﹤0.01%
+3
300
$6K ﹤0.01%
200
-200
10 11
12
13 14