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
551
$1K ﹤0.01%
+12
552
$1K ﹤0.01%
+134
553
$1K ﹤0.01%
+20
554
$1K ﹤0.01%
+12
555
$1K ﹤0.01%
+83
556
$1K ﹤0.01%
+21
557
$1K ﹤0.01%
+8
558
$1K ﹤0.01%
19
-60
559
$1K ﹤0.01%
47
560
$1K ﹤0.01%
+9
561
$1K ﹤0.01%
+1,400
562
$1K ﹤0.01%
+42
563
$1K ﹤0.01%
+6
564
$1K ﹤0.01%
+18
565
$1K ﹤0.01%
18
+15
566
$1K ﹤0.01%
20
567
$1K ﹤0.01%
+15
568
$1K ﹤0.01%
+20
569
$1K ﹤0.01%
+37
570
$1K ﹤0.01%
+23
571
$1K ﹤0.01%
+16
572
$1K ﹤0.01%
+7
573
$1K ﹤0.01%
+1
574
$1K ﹤0.01%
+13
575
$1K ﹤0.01%
+38
21 22
23
24 25