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
$110M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.19M
3
+$449K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$353K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$272K

Top Sells

1
+$4.35M
2
+$4.17M
3
+$3.44M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.65M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.74M

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%
80
+10
354
$7K 0.01%
+250
355
$7K 0.01%
103
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356
$6K 0.01%
49
357
$6K 0.01%
100
358
$6K 0.01%
232
+26
359
$6K 0.01%
414
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360
$6K 0.01%
130
-974
361
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362
$6K 0.01%
+250
363
$6K 0.01%
167
364
$6K 0.01%
+125
365
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53
366
$6K 0.01%
384
367
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67
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368
$6K 0.01%
+292
369
$6K 0.01%
+250
370
$6K 0.01%
277
371
$5K ﹤0.01%
+19
372
$5K ﹤0.01%
77
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373
$5K ﹤0.01%
100
374
$5K ﹤0.01%
10
375
$5K ﹤0.01%
240
-258
13 14
15
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