BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
1-Year Return
14.58%
This Quarter Return
+2.11%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$110M
AUM Growth
-$15.4M
(-12%)
Cap. Flow
-$13.1M
Cap. Flow
% of AUM
-11.92%
Top 10 Holdings %
Top 10 Hldgs %
66.19%
Holding
777
New
248
Increased
126
Reduced
73
Closed
113
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.14M |
| 2 |
FM
iShares Frontier and Select EM ETF
FM
|
+$2.19M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$449K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$353K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
+$272K |
Top Sells
Sector Composition
| 1 | Healthcare | 6.66% |
| 2 | Industrials | 3.37% |
| 3 | Financials | 3.09% |
| 4 | Technology | 2.9% |
| 5 | Energy | 2.8% |
