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
$80.4M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$718K
3
+$425K
4
FM
iShares Frontier and Select EM ETF
FM
+$245K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$171K

Top Sells

1
+$4.53M
2
+$854K
3
+$572K
4
ABBV icon
AbbVie
ABBV
+$353K
5
WGL
Wgl Holdings
WGL
+$306K

Sector Composition

1 Healthcare 8.08%
2 Industrials 3.92%
3 Financials 3.65%
4 Technology 3.58%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$486K 0.6%
5,500
27
$429K 0.53%
7,896
-6,500
28
$392K 0.49%
3,814
-2,978
29
$375K 0.47%
4,485
-185
30
$368K 0.46%
3,960
31
$356K 0.44%
3,491
+126
32
$351K 0.44%
17,360
+387
33
$325K 0.4%
7,353
+2
34
$312K 0.39%
1,255
35
$300K 0.37%
7,910
36
$294K 0.37%
27,018
37
$284K 0.35%
7,062
-7,000
38
$282K 0.35%
7,944
39
$255K 0.32%
4,000
40
$252K 0.31%
4,146
+176
41
$250K 0.31%
4,368
+7
42
$247K 0.31%
5,682
+124
43
$241K 0.3%
4,087
+176
44
$241K 0.3%
2,188
45
$236K 0.29%
5,885
46
$234K 0.29%
4,570
47
$225K 0.28%
8,800
+300
48
$220K 0.27%
2,797
+1
49
$212K 0.26%
7,902
-21,328
50
$210K 0.26%
2,834
+125
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2
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