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
426
$2K ﹤0.01%
11
427
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216
428
$2K ﹤0.01%
146
429
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42
430
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+61
431
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432
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433
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434
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435
$2K ﹤0.01%
+30
436
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+156
437
$2K ﹤0.01%
+30
438
$2K ﹤0.01%
167
439
$2K ﹤0.01%
+208
440
$2K ﹤0.01%
76
441
$2K ﹤0.01%
+61
442
$2K ﹤0.01%
+125
443
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+69
444
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445
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+53
446
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200
447
$2K ﹤0.01%
60
448
$2K ﹤0.01%
+35
449
$2K ﹤0.01%
+121
450
$2K ﹤0.01%
100
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