BWA

Burt Wealth Advisors Portfolio holdings

AUM $437M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.7M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Sells

1 +$16.3M
2 +$2.01M
3 +$446K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$111K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$107K

Sector Composition

1 Healthcare 7.69%
2 Industrials 3.82%
3 Technology 3.47%
4 Financials 3.46%
5 Energy 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$1K ﹤0.01%
45
352
$1K ﹤0.01%
134
-12
353
$1K ﹤0.01%
13
354
$1K ﹤0.01%
6
355
$1K ﹤0.01%
30
356
$1K ﹤0.01%
2
357
$1K ﹤0.01%
+62
358
$1K ﹤0.01%
7
359
$1K ﹤0.01%
15
360
$1K ﹤0.01%
1
361
$1K ﹤0.01%
20
362
$1K ﹤0.01%
50
363
$1K ﹤0.01%
76
364
$1K ﹤0.01%
1
365
$1K ﹤0.01%
69
366
$1K ﹤0.01%
2
367
$1K ﹤0.01%
6
368
$1K ﹤0.01%
84
369
$1K ﹤0.01%
38
370
$1K ﹤0.01%
53
371
$1K ﹤0.01%
2
372
$1K ﹤0.01%
6
373
$1K ﹤0.01%
12
+9
374
$1K ﹤0.01%
47
375
$1K ﹤0.01%
20