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
$80.4M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$718K
3
+$425K
4
FM
iShares Frontier and Select EM ETF
FM
+$245K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$171K

Top Sells

1
+$4.53M
2
+$854K
3
+$572K
4
ABBV icon
AbbVie
ABBV
+$353K
5
WGL
Wgl Holdings
WGL
+$306K

Sector Composition

1 Healthcare 8.08%
2 Industrials 3.92%
3 Financials 3.65%
4 Technology 3.58%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$0 ﹤0.01%
5
402
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403
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-32
404
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-400
405
– –
-940
406
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-1,000
407
– –
-450
408
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-23
409
$0 ﹤0.01%
3
410
– –
-15
411
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-263
412
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-20,000
413
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-10
414
– –
-630
13 14 15 16
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