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
$80.4M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$718K
3
+$425K
4
FM
iShares Frontier and Select EM ETF
FM
+$245K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$171K

Top Sells

1
+$4.53M
2
+$854K
3
+$572K
4
ABBV icon
AbbVie
ABBV
+$353K
5
WGL
Wgl Holdings
WGL
+$306K

Sector Composition

1 Healthcare 8.08%
2 Industrials 3.92%
3 Financials 3.65%
4 Technology 3.58%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
35
327
$3K ﹤0.01%
88
-6
328
$3K ﹤0.01%
183
329
$3K ﹤0.01%
247
330
$3K ﹤0.01%
200
331
$3K ﹤0.01%
30
332
$3K ﹤0.01%
150
333
$3K ﹤0.01%
100
334
$2K ﹤0.01%
+100
335
$2K ﹤0.01%
32
336
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11
337
$2K ﹤0.01%
70
338
$2K ﹤0.01%
+100
339
$2K ﹤0.01%
167
340
$2K ﹤0.01%
216
341
$2K ﹤0.01%
146
342
$2K ﹤0.01%
100
343
$2K ﹤0.01%
42
344
$2K ﹤0.01%
167
345
$2K ﹤0.01%
+52
346
$1K ﹤0.01%
100
347
$1K ﹤0.01%
45
348
$1K ﹤0.01%
15
349
$1K ﹤0.01%
20
-2
350
$1K ﹤0.01%
50
-69
12 13
14
15 16