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
$93.7M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$237K
3
+$149K
4
FM
iShares Frontier and Select EM ETF
FM
+$124K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$71K

Top Sells

1
+$16.3M
2
+$2.01M
3
+$446K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$111K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$107K

Sector Composition

1 Healthcare 7.69%
2 Industrials 3.82%
3 Technology 3.47%
4 Financials 3.46%
5 Energy 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4K ﹤0.01%
4
327
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20
328
$4K ﹤0.01%
292
329
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100
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50
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$3K ﹤0.01%
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333
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32
334
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216
335
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+100
336
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76
337
$3K ﹤0.01%
100
338
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339
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200
340
$3K ﹤0.01%
385
341
$3K ﹤0.01%
267
342
$3K ﹤0.01%
30
343
$2K ﹤0.01%
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167
345
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350
346
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17
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11
348
$2K ﹤0.01%
76
349
$2K ﹤0.01%
250
350
$2K ﹤0.01%
4
12 13
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