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
$94.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$14.6M
3
+$8.75M
4
FM
iShares Frontier and Select EM ETF
FM
+$3.4M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$3.19M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.4%
2 Industrials 3.83%
3 Financials 3.7%
4 Technology 3.15%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
+47
327
$1K ﹤0.01%
+20
328
$1K ﹤0.01%
+5
329
$1K ﹤0.01%
+69
330
$1K ﹤0.01%
+100
331
$1K ﹤0.01%
+18
332
$1K ﹤0.01%
+14
333
$1K ﹤0.01%
+23
334
$1K ﹤0.01%
+3
335
$1K ﹤0.01%
+27
336
$1K ﹤0.01%
+52
337
$1K ﹤0.01%
+6
338
$1K ﹤0.01%
+18
339
$1K ﹤0.01%
+1
340
$1K ﹤0.01%
+6
341
$1K ﹤0.01%
+1
342
$1K ﹤0.01%
+2
343
$1K ﹤0.01%
+53
344
$1K ﹤0.01%
+2
345
$1K ﹤0.01%
+6
346
$1K ﹤0.01%
+28
347
$1K ﹤0.01%
+2
348
– –
0
349
$1K ﹤0.01%
+130
350
$1K ﹤0.01%
+20
11 12 13
14
15