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
$153M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$297K
3
+$282K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$255K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$244K

Top Sells

1
+$1.01M
2
+$823K
3
+$604K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$429K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$313K

Sector Composition

1 Healthcare 6.37%
2 Financials 2.8%
3 Industrials 2.47%
4 Technology 2.33%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$311K 0.2%
953
52
$310K 0.2%
4,000
53
$297K 0.19%
+3,112
54
$293K 0.19%
2,490
+100
55
$288K 0.19%
5,215
+781
56
$282K 0.18%
2,974
57
$276K 0.18%
3,106
58
$276K 0.18%
10,934
+9,680
59
$255K 0.17%
2,188
60
$254K 0.17%
18,071
61
$239K 0.16%
2,141
+449
62
$239K 0.16%
2,500
+2,384
63
$236K 0.15%
23,628
-600
64
$216K 0.14%
2,669
65
$211K 0.14%
2,336
66
$204K 0.13%
3,342
-940
67
$195K 0.13%
4,000
+680
68
$192K 0.13%
6,496
-955
69
$191K 0.13%
3,150
70
$190K 0.12%
1,734
71
$189K 0.12%
4,906
-320
72
$186K 0.12%
1,932
73
$183K 0.12%
8,525
74
$181K 0.12%
6,963
-678
75
$180K 0.12%
1,450
1 2
3
4 5