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
$110M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.19M
3
+$449K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$353K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$272K

Top Sells

1
+$4.35M
2
+$4.17M
3
+$3.44M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.65M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.74M

Sector Composition

1 Healthcare 6.66%
2 Industrials 3.37%
3 Financials 3.09%
4 Technology 2.9%
5 Energy 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
+5
477
$1K ﹤0.01%
18
-24
478
$1K ﹤0.01%
2,625
479
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+8
480
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29
+9
481
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+17
482
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+21
483
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+35
484
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+37
485
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6
486
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+10
487
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488
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1
489
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490
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491
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+17
492
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493
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494
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495
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20
496
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13
497
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+8
498
$1K ﹤0.01%
+10
499
$1K ﹤0.01%
+8
500
$1K ﹤0.01%
50
18 19
20
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