BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
1-Year Return
14.58%
This Quarter Return
+5.31%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$256M
AUM Growth
+$13.4M
(+5.5%)
Cap. Flow
+$600K
Cap. Flow
% of AUM
0.23%
Top 10 Holdings %
Top 10 Hldgs %
73.4%
Holding
357
New
14
Increased
40
Reduced
50
Closed
15
Top Buys
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$16.4M |
| 2 |
Midland States Bancorp
MSBI
|
$880K |
| 3 |
US Bancorp
USB
|
$595K |
| 4 |
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% |
