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
$93.7M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$237K
3
+$149K
4
FM
iShares Frontier and Select EM ETF
FM
+$124K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$71K

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
376
$1K ﹤0.01%
42
377
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40
378
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5
379
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286
380
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34
381
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18
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100
383
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500
384
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385
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40
386
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60
387
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7
390
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+12
391
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45
392
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134
-12
393
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15
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$1K ﹤0.01%
2,625
395
$1K ﹤0.01%
27
396
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13
397
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6
398
$1K ﹤0.01%
1
399
– –
-143
400
– –
-50
13 14 15
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