BWA

Burt Wealth Advisors Portfolio holdings

AUM $407M
1-Year Est. Return 11.98%
This Fund
S&P 500
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
+$3.75M
2
+$2.11M
3
+$430K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$329K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$252K

Top Sells

1
+$4.29M
2
+$4M
3
+$3.34M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.39M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.72M

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%
+13
477
$1K ﹤0.01%
+38
478
$1K ﹤0.01%
+26
479
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40
480
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20
481
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5
482
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+29
483
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+2
484
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40
485
$1K ﹤0.01%
+9
486
$1K ﹤0.01%
+3
487
$1K ﹤0.01%
+75
488
$1K ﹤0.01%
2,625
489
$1K ﹤0.01%
+8
490
$1K ﹤0.01%
29
+9
491
$1K ﹤0.01%
+17
492
$1K ﹤0.01%
+17
493
$1K ﹤0.01%
+39
494
$1K ﹤0.01%
+28
495
$1K ﹤0.01%
13
496
$1K ﹤0.01%
+8
497
$1K ﹤0.01%
+10
498
$1K ﹤0.01%
+8
499
$1K ﹤0.01%
+21
500
$1K ﹤0.01%
+10
18 19
20
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