BWA

Burt Wealth Advisors Portfolio holdings

AUM $437M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$14.6M
3
+$8.75M
4
FM
iShares Frontier and Select EM ETF
FM
+$3.4M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$3.19M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.4%
2 Industrials 3.83%
3 Financials 3.7%
4 Technology 3.15%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$524K 0.56%
+11,244
27
$445K 0.47%
+16,420
28
$439K 0.47%
+9,350
29
$411K 0.44%
+15,718
30
$397K 0.42%
+13,417
31
$379K 0.4%
+3,960
32
$369K 0.39%
+6,750
33
$362K 0.38%
+3,944
34
$356K 0.38%
+8,432
35
$341K 0.36%
+7,349
36
$339K 0.36%
+14,189
37
$337K 0.36%
+3,006
38
$333K 0.35%
+27,573
39
$331K 0.35%
+1,255
40
$323K 0.34%
+6,908
41
$322K 0.34%
+4,670
42
$320K 0.34%
+7,910
43
$319K 0.34%
+7,944
44
$317K 0.34%
+3,364
45
$283K 0.3%
+3,600
46
$263K 0.28%
+4,000
47
$252K 0.27%
+2,709
48
$252K 0.27%
+4,570
49
$248K 0.26%
+3,968
50
$232K 0.25%
+3,910
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