BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
This Quarter Return
+1.2%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$94.1M
AUM Growth
–
Cap. Flow
+$94.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.02%
Holding
360
New
358
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$21.5M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$14.6M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.75M |
| 4 |
FM
iShares Frontier and Select EM ETF
FM
|
$3.4M |
| 5 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$3.19M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 6.4% |
| 2 | Industrials | 3.83% |
| 3 | Financials | 3.7% |
| 4 | Technology | 3.15% |
| 5 | Energy | 2.99% |