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
$80.4M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$718K
3
+$425K
4
FM
iShares Frontier and Select EM ETF
FM
+$245K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$171K

Top Sells

1
+$4.53M
2
+$854K
3
+$572K
4
ABBV icon
AbbVie
ABBV
+$353K
5
WGL
Wgl Holdings
WGL
+$306K

Sector Composition

1 Healthcare 8.08%
2 Industrials 3.92%
3 Financials 3.65%
4 Technology 3.58%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$209K 0.26%
8,512
+3,575
52
$205K 0.26%
2,090
-94
53
$200K 0.25%
3,244
+245
54
$193K 0.24%
12,280
-422
55
$187K 0.23%
1,925
56
$185K 0.23%
1,000
57
$183K 0.23%
1,819
58
$175K 0.22%
1,000
59
$164K 0.2%
1,502
60
$164K 0.2%
1,205
61
$160K 0.2%
102
-2,889
62
$159K 0.2%
20,610
-810
63
$154K 0.19%
4,960
64
$152K 0.19%
8,325
65
$142K 0.18%
1,510
+5
66
$141K 0.18%
18,612
+1,356
67
$139K 0.17%
1,296
68
$136K 0.17%
42,167
+38,907
69
$136K 0.17%
1,200
70
$132K 0.16%
1,635
+75
71
$129K 0.16%
6,006
72
$125K 0.16%
3,600
73
$124K 0.15%
7,519
74
$120K 0.15%
2,595
75
$116K 0.14%
1,235
+180
1 2
3
4 5