BWA

Burt Wealth Advisors Portfolio holdings

AUM $407M
1-Year Est. Return 11.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$866K
3
+$621K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$476K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$462K

Top Sells

1
+$15.6M
2
+$836K
3
+$577K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$467K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$466K

Sector Composition

1 Healthcare 4.8%
2 Financials 2.76%
3 Technology 2.53%
4 Consumer Discretionary 1.67%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
36
277
$9K ﹤0.01%
418
278
$9K ﹤0.01%
200
279
$9K ﹤0.01%
200
280
$8K ﹤0.01%
560
281
$8K ﹤0.01%
545
282
$8K ﹤0.01%
67
283
$8K ﹤0.01%
117
284
$8K ﹤0.01%
63
285
$7K ﹤0.01%
77
286
$7K ﹤0.01%
691
287
$7K ﹤0.01%
+387
288
$6K ﹤0.01%
46
289
$6K ﹤0.01%
856
290
$6K ﹤0.01%
+100
291
$5K ﹤0.01%
190
292
$5K ﹤0.01%
85
293
$5K ﹤0.01%
67
294
$5K ﹤0.01%
69
295
$4K ﹤0.01%
50
296
$4K ﹤0.01%
128
297
$4K ﹤0.01%
350
298
$4K ﹤0.01%
11
299
$4K ﹤0.01%
65
-100
300
$4K ﹤0.01%
280
10 11
12
13 14