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
$228M
AUM Growth
+$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$681K
3
+$487K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$223K
5
FM
iShares Frontier and Select EM ETF
FM
+$174K

Top Sells

1
+$305K
2
+$191K
3
+$165K
4
AXP icon
American Express
AXP
+$118K
5
VZ icon
Verizon
VZ
+$93.2K

Sector Composition

1 Healthcare 4.77%
2 Technology 2.34%
3 Financials 2.23%
4 Consumer Discretionary 1.75%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
72
277
$9K ﹤0.01%
237
278
$9K ﹤0.01%
165
279
$8K ﹤0.01%
132
280
$8K ﹤0.01%
200
281
$8K ﹤0.01%
40
282
$8K ﹤0.01%
100
283
$8K ﹤0.01%
545
284
$7K ﹤0.01%
67
-40
285
$7K ﹤0.01%
100
-250
286
$7K ﹤0.01%
56
287
$7K ﹤0.01%
560
288
$7K ﹤0.01%
+110
289
$7K ﹤0.01%
200
290
$7K ﹤0.01%
+63
291
$7K ﹤0.01%
270
292
$6K ﹤0.01%
350
293
$6K ﹤0.01%
691
294
$6K ﹤0.01%
280
295
– –
0
296
$6K ﹤0.01%
292
297
$5K ﹤0.01%
+85
298
$5K ﹤0.01%
+100
299
$5K ﹤0.01%
46
-28
300
$5K ﹤0.01%
+190
10 11
12
13 14