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
$209M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$634K
3
+$343K
4
TIPZ icon
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
+$337K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$280K

Top Sells

1
+$2.4M
2
+$1.08M
3
+$687K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$531K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$464K

Sector Composition

1 Healthcare 5.07%
2 Financials 2.35%
3 Technology 2.09%
4 Consumer Discretionary 1.91%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7K ﹤0.01%
132
302
$7K ﹤0.01%
292
303
$7K ﹤0.01%
277
304
$6K ﹤0.01%
56
305
$6K ﹤0.01%
+200
306
$6K ﹤0.01%
100
307
$5K ﹤0.01%
245
308
$5K ﹤0.01%
100
309
$5K ﹤0.01%
317
310
$5K ﹤0.01%
46
-100
311
$5K ﹤0.01%
45
312
$5K ﹤0.01%
500
313
$5K ﹤0.01%
25
314
$5K ﹤0.01%
2,019
315
$4K ﹤0.01%
90
316
$4K ﹤0.01%
48
317
$4K ﹤0.01%
35
318
$4K ﹤0.01%
149
319
– –
0
320
$4K ﹤0.01%
216
321
$4K ﹤0.01%
75
322
$4K ﹤0.01%
247
323
$4K ﹤0.01%
26
324
$4K ﹤0.01%
103
325
$3K ﹤0.01%
59
-11
11 12
13
14 15