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
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.54M
3
+$4.28M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.92M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.87M

Top Sells

1
+$2.22M
2
+$1.38M
3
+$983K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$434K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$396K

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
26
$650K 0.52%
5,166
27
$640K 0.51%
8,061
+1,293
28
$550K 0.44%
8,219
29
$547K 0.44%
12,841
30
$540K 0.43%
4,090
31
$526K 0.42%
11,446
+202
32
$434K 0.35%
9,350
-9,350
33
$430K 0.34%
5,500
34
$430K 0.34%
6,834
+3,020
35
$410K 0.33%
7,393
+40
36
$394K 0.31%
7,916
+6,893
37
$388K 0.31%
12,681
+401
38
$373K 0.3%
4,430
-55
39
$364K 0.29%
3,473
-18
40
$364K 0.29%
3,660
-300
41
$338K 0.27%
5,706
-2,190
42
$321K 0.26%
7,910
43
$320K 0.26%
+2,897
44
$318K 0.25%
1,255
45
$317K 0.25%
7,062
46
$300K 0.24%
7,944
47
$296K 0.24%
8,760
-40
48
$284K 0.23%
6,151
+469
49
$281K 0.22%
4,088
+1
50
$278K 0.22%
6,479
+594
1
2
3 4 5