BWA

Burt Wealth Advisors Portfolio holdings

AUM $407M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$634K
3
+$343K
4
TIPZ icon
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
+$337K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$280K

Top Sells

1
+$2.4M
2
+$1.08M
3
+$687K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$531K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$464K

Sector Composition

1 Healthcare 5.07%
2 Financials 2.35%
3 Technology 2.09%
4 Consumer Discretionary 1.91%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$673K 0.32%
4,324
-24
27
$641K 0.31%
25,314
-250
28
$611K 0.29%
9,646
29
$607K 0.29%
4,284
-195
30
$603K 0.29%
6,794
+17
31
$592K 0.28%
11,833
32
$588K 0.28%
12,315
-50,282
33
$576K 0.28%
27,102
-696
34
$557K 0.27%
3,015
35
$501K 0.24%
6,416
-1,891
36
$497K 0.24%
19,185
+5,692
37
$495K 0.24%
4,755
-75
38
$473K 0.23%
13,737
+9
39
$465K 0.22%
8,936
-70
40
$452K 0.22%
7,910
41
$448K 0.21%
4,277
42
$416K 0.2%
15,622
-195
43
$413K 0.2%
6,336
-191
44
$413K 0.2%
8,100
+6,730
45
$410K 0.2%
4,128
+2,196
46
$397K 0.19%
6,350
47
$394K 0.19%
3,881
-89
48
$346K 0.17%
6,884
-668
49
$344K 0.16%
2,721
50
$343K 0.16%
6,192
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