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
$223M
AUM Growth
-$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.58M
3
+$1.52M
4
AGGP
IQ Enhanced Core Plus Bond U.S. ETF
AGGP
+$1.01M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$915K

Top Sells

1
+$1.37M
2
+$1.29M
3
+$1.04M
4
FM
iShares Frontier and Select EM ETF
FM
+$938K
5
NKE icon
Nike
NKE
+$890K

Sector Composition

1 Healthcare 4.44%
2 Technology 2.6%
3 Financials 2.2%
4 Industrials 1.27%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
+43
377
$1K ﹤0.01%
10
378
$1K ﹤0.01%
+151
379
$1K ﹤0.01%
+86
380
$1K ﹤0.01%
+140
381
$1K ﹤0.01%
76
382
$1K ﹤0.01%
24
383
$1K ﹤0.01%
216
384
$1K ﹤0.01%
+31
385
$1K ﹤0.01%
+75
386
$1K ﹤0.01%
33
387
$1K ﹤0.01%
+46
388
$1K ﹤0.01%
+57
389
$1K ﹤0.01%
+162
390
$1K ﹤0.01%
103
391
$1K ﹤0.01%
+57
392
$1K ﹤0.01%
+129
393
$1K ﹤0.01%
+33
394
$1K ﹤0.01%
+62
395
$1K ﹤0.01%
+23
396
$1K ﹤0.01%
+103
397
$1K ﹤0.01%
+59
398
$1K ﹤0.01%
50
399
$1K ﹤0.01%
+145
400
$1K ﹤0.01%
+46
14 15
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