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
576
$1K ﹤0.01%
+60
577
$1K ﹤0.01%
216
578
$1K ﹤0.01%
+12
579
$1K ﹤0.01%
+2
580
$1K ﹤0.01%
+77
581
$1K ﹤0.01%
+23
582
$1K ﹤0.01%
65
-1,450
583
$1K ﹤0.01%
+11
584
$1K ﹤0.01%
+9
585
$1K ﹤0.01%
+46
586
$1K ﹤0.01%
+26
587
$1K ﹤0.01%
+16
588
$1K ﹤0.01%
+50
589
$1K ﹤0.01%
51
-66
590
$1K ﹤0.01%
+20
591
$1K ﹤0.01%
+27
592
$1K ﹤0.01%
+10
593
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42
594
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+12
595
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+26
596
$1K ﹤0.01%
40
597
$1K ﹤0.01%
5
598
$1K ﹤0.01%
+29
599
$1K ﹤0.01%
+17
600
$1K ﹤0.01%
286
+143
22 23
24
25 26