BWA
Burt Wealth Advisors Portfolio holdings
AUM
$407M
1-Year Est. Return
11.98%
1 Year Est. Return
+11.98%
AUM
$267M
AUM Growth
+$20.8M
(+8.4%)
Holding
452
Top Buys
| 1 | +$33.5M | |
| 2 | +$8.4M | |
| 3 | +$658K | |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$352K |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$296K |
Top Sells
| 1 | +$33.9M | |
| 2 | +$765K | |
| 3 | +$448K | |
| 4 |
Midland States Bancorp
MSBI
|
+$154K |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$145K |
Sector Composition
| 1 | Healthcare | 4.44% |
| 2 | Technology | 3.09% |
| 3 | Financials | 1.56% |
| 4 | Consumer Discretionary | 1.43% |
| 5 | Industrials | 1.3% |