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
$153M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$297K
3
+$282K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$255K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$244K

Top Sells

1
+$1.01M
2
+$823K
3
+$604K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$429K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$313K

Sector Composition

1 Healthcare 6.37%
2 Financials 2.8%
3 Industrials 2.47%
4 Technology 2.33%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
167
327
$2K ﹤0.01%
167
328
$2K ﹤0.01%
350
329
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76
330
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38
331
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76
332
$2K ﹤0.01%
42
333
$2K ﹤0.01%
+56
334
$1K ﹤0.01%
+20
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$1K ﹤0.01%
100
336
$1K ﹤0.01%
53
337
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6
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18
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341
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26
342
$1K ﹤0.01%
100
343
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11
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$1K ﹤0.01%
30
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– –
-62
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20
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34
348
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60
349
$1K ﹤0.01%
14
350
$1K ﹤0.01%
61
-73
12 13
14
15 16