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
$110M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.19M
3
+$449K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$353K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$272K

Top Sells

1
+$4.35M
2
+$4.17M
3
+$3.44M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.65M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.74M

Sector Composition

1 Healthcare 6.66%
2 Industrials 3.37%
3 Financials 3.09%
4 Technology 2.9%
5 Energy 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
+55
427
$3K ﹤0.01%
+175
428
$3K ﹤0.01%
+135
429
$3K ﹤0.01%
200
430
$3K ﹤0.01%
+200
431
$3K ﹤0.01%
+292
432
$3K ﹤0.01%
+250
433
$3K ﹤0.01%
150
434
$3K ﹤0.01%
+112
435
$3K ﹤0.01%
167
436
$2K ﹤0.01%
+255
437
$2K ﹤0.01%
+51
438
$2K ﹤0.01%
46
-194
439
$2K ﹤0.01%
+250
440
$2K ﹤0.01%
+22
441
$2K ﹤0.01%
+34
442
$2K ﹤0.01%
+25
443
$2K ﹤0.01%
76
444
$2K ﹤0.01%
+22
445
$2K ﹤0.01%
+17
446
$2K ﹤0.01%
11
447
$2K ﹤0.01%
53
448
$2K ﹤0.01%
+65
449
$2K ﹤0.01%
+162
450
$2K ﹤0.01%
42
16 17
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