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
401
$4K ﹤0.01%
100
402
$4K ﹤0.01%
+292
403
$4K ﹤0.01%
2,625
404
$3K ﹤0.01%
30
405
$3K ﹤0.01%
+76
406
$3K ﹤0.01%
104
407
$3K ﹤0.01%
133
408
$3K ﹤0.01%
100
409
$3K ﹤0.01%
350
410
$3K ﹤0.01%
35
411
$3K ﹤0.01%
+79
412
$3K ﹤0.01%
247
413
$3K ﹤0.01%
+110
414
$3K ﹤0.01%
+45
415
$3K ﹤0.01%
+84
416
$3K ﹤0.01%
150
417
$3K ﹤0.01%
+91
418
$3K ﹤0.01%
73
+67
419
$3K ﹤0.01%
88
420
$3K ﹤0.01%
+53
421
$3K ﹤0.01%
+161
422
$3K ﹤0.01%
+83
423
$3K ﹤0.01%
+328
424
$3K ﹤0.01%
+137
425
$3K ﹤0.01%
100
15 16
17
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