BWA

Burt Wealth Advisors Portfolio holdings

AUM $437M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.7M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$237K
3
+$149K
4
FM
iShares Frontier and Select EM ETF
FM
+$124K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$71K

Top Sells

1
+$16.3M
2
+$2.01M
3
+$446K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$111K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$107K

Sector Composition

1 Healthcare 7.69%
2 Industrials 3.82%
3 Technology 3.47%
4 Financials 3.46%
5 Energy 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$5K 0.01%
3,470
318
$4K ﹤0.01%
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-50
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321
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324
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325
$4K ﹤0.01%
45
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