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
$90.1M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$149K
3
+$124K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$109K
5
FM
iShares Frontier and Select EM ETF
FM
+$104K

Top Sells

1
+$17.3M
2
+$595K
3
+$342K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$190K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$167K

Sector Composition

1 Healthcare 8.23%
2 Industrials 3.96%
3 Financials 3.38%
4 Technology 3.15%
5 Energy 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
167
352
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350
353
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76
354
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17
355
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11
356
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53
357
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76
-12
358
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250
+75
359
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360
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100
361
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362
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167
363
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5
364
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30
365
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+2
366
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367
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15
-750
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1
369
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-15
370
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50
371
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66
372
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1
373
$1K ﹤0.01%
69
374
$1K ﹤0.01%
2
-17
375
$1K ﹤0.01%
6
-31
13 14
15
16 17