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
$247M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.25M
3
+$1.11M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$843K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$711K

Top Sells

1
+$3.38M
2
+$706K
3
+$683K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$678K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$651K

Sector Composition

1 Healthcare 4.57%
2 Technology 3.04%
3 Financials 1.75%
4 Industrials 1.39%
5 Consumer Discretionary 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
59
352
$2K ﹤0.01%
98
353
$2K ﹤0.01%
500
354
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355
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445
356
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316
357
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+5
358
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41
-282
359
$1K ﹤0.01%
+1
360
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+6
361
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+20
362
$1K ﹤0.01%
57
363
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+5
364
$1K ﹤0.01%
162
365
$1K ﹤0.01%
63
366
$1K ﹤0.01%
76
-3,311
367
$1K ﹤0.01%
31
368
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369
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370
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371
$1K ﹤0.01%
60
372
$1K ﹤0.01%
60
373
$1K ﹤0.01%
+64
374
$1K ﹤0.01%
43
375
$1K ﹤0.01%
98
13 14
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