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
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$4.3M
3
+$4.04M
4
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.89M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.81M

Top Sells

1
+$2.32M
2
+$1.42M
3
+$1.03M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$438K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$405K

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
245
377
$4K ﹤0.01%
+28
378
$4K ﹤0.01%
+59
379
$4K ﹤0.01%
+87
380
$4K ﹤0.01%
100
381
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10
382
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+97
383
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384
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385
$4K ﹤0.01%
+57
386
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+156
387
$4K ﹤0.01%
339
+156
388
$4K ﹤0.01%
+200
389
$4K ﹤0.01%
+42
390
$4K ﹤0.01%
+70
391
$4K ﹤0.01%
+23
392
$4K ﹤0.01%
+147
393
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317
394
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+100
395
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155
+150
396
$4K ﹤0.01%
+279
397
$4K ﹤0.01%
26
398
$4K ﹤0.01%
157
399
$4K ﹤0.01%
100
400
$4K ﹤0.01%
+292
14 15
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