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
$243M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$2.42M
3
+$359K
4
AGGP
IQ Enhanced Core Plus Bond U.S. ETF
AGGP
+$307K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$166K

Top Sells

1
+$404K
2
+$392K
3
+$332K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$181K
5
FM
iShares Frontier and Select EM ETF
FM
+$176K

Sector Composition

1 Healthcare 4.17%
2 Financials 3.09%
3 Technology 2.35%
4 Consumer Discretionary 1.65%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
10
327
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+11
328
$1K ﹤0.01%
21
-4
329
$1K ﹤0.01%
76
330
$1K ﹤0.01%
53
331
$1K ﹤0.01%
+33
332
$1K ﹤0.01%
100
333
$1K ﹤0.01%
500
334
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60
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– –
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336
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5
337
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340
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4
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