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
$94.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$14.8M
3
+$9.01M
4
FM
iShares Frontier and Select EM ETF
FM
+$3.84M
5
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$3.26M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.4%
2 Industrials 3.83%
3 Financials 3.7%
4 Technology 3.15%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2K ﹤0.01%
+60
302
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+42
303
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+66
304
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305
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+37
306
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307
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+26
308
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+42
309
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+5
310
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+37
311
$2K ﹤0.01%
+60
312
$2K ﹤0.01%
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315
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316
$2K ﹤0.01%
+100
317
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+28
318
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319
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+167
320
$1K ﹤0.01%
+6
321
$1K ﹤0.01%
+53
322
$1K ﹤0.01%
+64
323
$1K ﹤0.01%
+2
324
$1K ﹤0.01%
+47
325
$1K ﹤0.01%
+28
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