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
$209M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$635K
3
+$342K
4
TIPZ icon
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
+$335K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$292K

Top Sells

1
+$2.41M
2
+$1.07M
3
+$682K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$529K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$496K

Sector Composition

1 Healthcare 5.07%
2 Financials 2.35%
3 Technology 2.09%
4 Consumer Discretionary 1.91%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-450
402
– –
-520
403
$0 ﹤0.01%
2
404
– –
-4
405
– –
-8
406
– –
-506
407
– –
-1,600
408
$0 ﹤0.01%
1
409
$0 ﹤0.01%
5
13 14 15 16
17