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
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$4.3M
3
+$4.04M
4
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.89M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.81M

Top Sells

1
+$2.32M
2
+$1.42M
3
+$1.03M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$438K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$405K

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8K 0.01%
+204
302
$8K 0.01%
112
303
$8K 0.01%
300
304
$8K 0.01%
105
305
$8K 0.01%
270
306
$8K 0.01%
277
307
$8K 0.01%
384
308
$7K 0.01%
283
+246
309
$7K 0.01%
+104
310
$7K 0.01%
+862
311
$7K 0.01%
100
312
$7K 0.01%
+1,515
313
$7K 0.01%
+107
314
$7K 0.01%
7
+4
315
$7K 0.01%
+143
316
$7K 0.01%
+71
317
$7K 0.01%
+299
318
$7K 0.01%
+100
319
$7K 0.01%
560
320
$7K 0.01%
+199
321
$7K 0.01%
107
322
$7K 0.01%
107
323
$7K 0.01%
+124
324
$7K 0.01%
+167
325
$7K 0.01%
+450
11 12
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