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
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.54M
3
+$4.28M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.92M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.87M

Top Sells

1
+$2.22M
2
+$1.38M
3
+$983K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$434K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$396K

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$268K 0.21%
4,000
52
$251K 0.2%
2,797
53
$248K 0.2%
4,570
54
$238K 0.19%
3,600
55
$237K 0.19%
2,188
56
$235K 0.19%
27,204
+186
57
$229K 0.18%
13,200
+4,875
58
$214K 0.17%
1,925
59
$213K 0.17%
10,919
-6,441
60
$212K 0.17%
8,160
-352
61
$211K 0.17%
2,090
62
$205K 0.16%
1,042
+42
63
$203K 0.16%
2,999
-245
64
$197K 0.16%
2,834
65
$191K 0.15%
23,664
+5,052
66
$190K 0.15%
+4,960
67
$187K 0.15%
236
+218
68
$186K 0.15%
1,000
69
$183K 0.15%
1,819
70
$181K 0.14%
+13,010
71
$176K 0.14%
1,205
72
$170K 0.14%
20,874
+264
73
$169K 0.14%
7,519
74
$164K 0.13%
3,271
+3,169
75
$162K 0.13%
1,502
1 2
3
4 5