BWA

Burt Wealth Advisors Portfolio holdings

AUM $407M
1-Year Est. Return 11.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$2.11M
3
+$430K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$329K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$252K

Top Sells

1
+$4.29M
2
+$4M
3
+$3.34M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.39M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.72M

Sector Composition

1 Healthcare 6.66%
2 Industrials 3.37%
3 Financials 3.09%
4 Technology 2.9%
5 Energy 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K 0.01%
545
352
$7K 0.01%
550
+250
353
$7K 0.01%
+250
354
$7K 0.01%
80
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357
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359
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360
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361
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362
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363
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364
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365
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366
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232
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368
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369
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339
375
$5K ﹤0.01%
100
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