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
$306M
AUM Growth
-$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$3.18M
3
+$2.99M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.36M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.05M

Top Sells

1
+$18.9M
2
+$4.64M
3
+$4.22M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.8M
5
AMZN icon
Amazon
AMZN
+$1.79M

Sector Composition

1 Technology 12.82%
2 Healthcare 4.67%
3 Industrials 1.07%
4 Financials 0.91%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$971K 0.32%
4,295
+20
27
$954K 0.31%
17,499
-85,086
28
$941K 0.31%
3,734
29
$876K 0.29%
42,800
-360
30
$860K 0.28%
3,113
31
$858K 0.28%
7,448
32
$856K 0.28%
15,516
33
$855K 0.28%
5,397
34
$839K 0.27%
13,705
+352
35
$831K 0.27%
4,985
36
$796K 0.26%
11,663
+2,336
37
$785K 0.26%
5,420
38
$754K 0.25%
12,766
+7
39
$739K 0.24%
6,391
40
$695K 0.23%
4,486
41
$679K 0.22%
6,350
42
$672K 0.22%
17,875
-125
43
$619K 0.2%
4,629
-208
44
$607K 0.2%
10,808
45
$568K 0.19%
1,369
46
$548K 0.18%
10,596
47
$490K 0.16%
9,914
+9
48
$488K 0.16%
8,285
+4
49
$472K 0.15%
5,288
+197
50
$465K 0.15%
3,220
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