BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
1-Year Return
14.58%
This Quarter Return
+2.66%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$90.1M
AUM Growth
-$19.6M
(-18%)
Cap. Flow
-$21M
Cap. Flow
% of AUM
-23.35%
Top 10 Holdings %
Top 10 Hldgs %
63.67%
Holding
673
New
8
Increased
36
Reduced
121
Closed
249
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
+$225K |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
+$149K |
| 3 |
SPDR SSGA Global Allocation ETF
GAL
|
+$124K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$109K |
| 5 |
FM
iShares Frontier and Select EM ETF
FM
|
+$104K |
Top Sells
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$17.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$595K |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
+$342K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$190K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
+$167K |
Sector Composition
| 1 | Healthcare | 8.23% |
| 2 | Industrials | 3.96% |
| 3 | Financials | 3.38% |
| 4 | Technology | 3.15% |
| 5 | Energy | 3.15% |
