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
451
$2K ﹤0.01%
+77
452
$2K ﹤0.01%
+7
453
$2K ﹤0.01%
+110
454
$2K ﹤0.01%
+30
455
$1K ﹤0.01%
57
+1
456
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7
457
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15
458
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6
459
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1
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1
461
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20
-180
462
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50
463
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66
464
$1K ﹤0.01%
1
465
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69
466
$1K ﹤0.01%
19
467
$1K ﹤0.01%
84
468
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469
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3
470
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471
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+3
472
$1K ﹤0.01%
20
473
$1K ﹤0.01%
28
474
$1K ﹤0.01%
42
475
$1K ﹤0.01%
5
17 18
19
20 21