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

Top Buys

1
+$24.7M
2
+$222K
3
+$148K
4
FM
iShares Frontier and Select EM ETF
FM
+$120K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$71.9K

Top Sells

1
+$16.7M
2
+$2.1M
3
+$445K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$111K
5
EMC
EMC CORPORATION
EMC
+$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
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