BWA

Burt Wealth Advisors Portfolio holdings

AUM $437M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$14.6M
3
+$8.75M
4
FM
iShares Frontier and Select EM ETF
FM
+$3.4M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$3.19M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.4%
2 Industrials 3.83%
3 Financials 3.7%
4 Technology 3.15%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$218K 0.23%
+1,000
52
$216K 0.23%
+2,184
53
$211K 0.22%
+3,295
54
$191K 0.2%
+2,600
55
$188K 0.2%
+10,518
56
$188K 0.2%
+1,000
57
$185K 0.2%
+3,480
58
$182K 0.19%
+4,400
59
$179K 0.19%
+6,710
60
$172K 0.18%
+6,006
61
$169K 0.18%
+20,340
62
$165K 0.18%
+1,502
63
$164K 0.17%
+7,519
64
$162K 0.17%
+1,205
65
$162K 0.17%
+2,991
66
$156K 0.17%
+1,925
67
$154K 0.16%
+1,524
68
$152K 0.16%
+8,325
69
$148K 0.16%
+1,296
70
$143K 0.15%
+5,137
71
$141K 0.15%
+1,496
72
$137K 0.15%
+6,198
73
$137K 0.15%
+1,889
74
$137K 0.15%
+3,600
75
$136K 0.14%
+2,590
1 2
3
4 5