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
$153M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$297K
3
+$282K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$255K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$244K

Top Sells

1
+$1.01M
2
+$823K
3
+$604K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$429K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$313K

Sector Composition

1 Healthcare 6.37%
2 Financials 2.8%
3 Industrials 2.47%
4 Technology 2.33%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
45
302
$5K ﹤0.01%
47
-83
303
$5K ﹤0.01%
4
304
$5K ﹤0.01%
26
305
– –
0
306
$4K ﹤0.01%
60
307
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50
308
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100
309
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35
310
$4K ﹤0.01%
317
311
$4K ﹤0.01%
216
312
$4K ﹤0.01%
247
313
$4K ﹤0.01%
90
314
$4K ﹤0.01%
500
315
$4K ﹤0.01%
103
316
$4K ﹤0.01%
20
-165
317
$3K ﹤0.01%
216
318
$3K ﹤0.01%
11
319
$3K ﹤0.01%
210
-108
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$3K ﹤0.01%
17
-43
321
$2K ﹤0.01%
167
322
$2K ﹤0.01%
350
323
$2K ﹤0.01%
50
-800
324
$2K ﹤0.01%
76
325
$2K ﹤0.01%
84
11 12
13
14 15