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
$333M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$5.23M
3
+$3.34M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.32M

Top Sells

1
+$2.61M
2
+$2.51M
3
+$2.07M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.69M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.47M

Sector Composition

1 Technology 13.66%
2 Healthcare 4.68%
3 Industrials 1.47%
4 Consumer Discretionary 1.23%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.32%
5,988
27
$1.03M 0.31%
16,904
-809
28
$1.02M 0.31%
3,734
29
$1.02M 0.31%
6,660
30
$1.01M 0.3%
+9,344
31
$977K 0.29%
14,667
-22,130
32
$904K 0.27%
+5,890
33
$891K 0.27%
3,113
34
$801K 0.24%
42,800
35
$754K 0.23%
5,420
36
$749K 0.22%
7,448
37
$742K 0.22%
+5,851
38
$736K 0.22%
5,397
39
$718K 0.22%
13,877
+1,111
40
$677K 0.2%
9,824
-1,839
41
$671K 0.2%
4,985
42
$669K 0.2%
17,875
43
$666K 0.2%
+2,755
44
$645K 0.19%
4,701
+215
45
$641K 0.19%
6,350
46
$602K 0.18%
4,633
+4
47
$593K 0.18%
8,530
-9,883
48
$530K 0.16%
9,980
-828
49
$522K 0.16%
4,936
-1,455
50
$507K 0.15%
10,596
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