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
$256M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$871K
3
+$647K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$497K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$473K

Top Sells

1
+$16.4M
2
+$880K
3
+$595K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$488K
5
FM
iShares Frontier and Select EM ETF
FM
+$243K

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%
110
277
$9K ﹤0.01%
100
278
$9K ﹤0.01%
200
279
$9K ﹤0.01%
200
280
$8K ﹤0.01%
63
281
$8K ﹤0.01%
560
282
$8K ﹤0.01%
545
283
$8K ﹤0.01%
67
284
$8K ﹤0.01%
132
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%
85
292
$5K ﹤0.01%
67
293
$5K ﹤0.01%
69
294
$5K ﹤0.01%
190
295
$4K ﹤0.01%
50
296
$4K ﹤0.01%
128
297
$4K ﹤0.01%
350
298
$4K ﹤0.01%
11
299
$4K ﹤0.01%
216
300
$4K ﹤0.01%
247
10 11
12
13 14