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
$256M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$871K
3
+$647K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$497K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$473K

Top Sells

1
+$16.4M
2
+$880K
3
+$595K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$488K
5
FM
iShares Frontier and Select EM ETF
FM
+$243K

Sector Composition

1 Healthcare 4.8%
2 Financials 2.76%
3 Technology 2.53%
4 Consumer Discretionary 1.67%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
65
-100
302
$4K ﹤0.01%
280
303
$3K ﹤0.01%
+60
304
$3K ﹤0.01%
48
305
$3K ﹤0.01%
159
306
$3K ﹤0.01%
+100
307
$3K ﹤0.01%
178
308
$3K ﹤0.01%
105
309
$3K ﹤0.01%
21
310
$3K ﹤0.01%
+150
311
$3K ﹤0.01%
60
312
$3K ﹤0.01%
+50
313
$3K ﹤0.01%
500
314
$3K ﹤0.01%
3,333
315
$3K ﹤0.01%
45
316
$2K ﹤0.01%
506
317
$2K ﹤0.01%
62
318
$2K ﹤0.01%
24
319
$2K ﹤0.01%
216
320
$2K ﹤0.01%
+75
321
$2K ﹤0.01%
103
322
$2K ﹤0.01%
35
323
$2K ﹤0.01%
+53
324
$2K ﹤0.01%
50
325
$2K ﹤0.01%
48
11 12
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14 15