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
$243M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$2.42M
3
+$359K
4
AGGP
IQ Enhanced Core Plus Bond U.S. ETF
AGGP
+$307K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$166K

Top Sells

1
+$404K
2
+$392K
3
+$332K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$181K
5
FM
iShares Frontier and Select EM ETF
FM
+$176K

Sector Composition

1 Healthcare 4.17%
2 Financials 3.09%
3 Technology 2.35%
4 Consumer Discretionary 1.65%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$0 ﹤0.01%
7
352
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-26
353
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2
354
$0 ﹤0.01%
6
355
– –
-100
356
– –
-292
357
$0 ﹤0.01%
1
358
– –
-167
359
$0 ﹤0.01%
3
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