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
$209M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$634K
3
+$343K
4
TIPZ icon
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
+$337K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$280K

Top Sells

1
+$2.4M
2
+$1.08M
3
+$687K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$531K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$464K

Sector Composition

1 Healthcare 5.07%
2 Financials 2.35%
3 Technology 2.09%
4 Consumer Discretionary 1.91%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$340K 0.16%
3,980
-150
52
$338K 0.16%
953
53
$337K 0.16%
6,092
54
$332K 0.16%
3,391
55
$322K 0.15%
7,334
-585
56
$315K 0.15%
4,000
57
$304K 0.15%
6,160
+3,300
58
$302K 0.14%
2,974
59
$292K 0.14%
3,156
60
$290K 0.14%
3,112
61
$280K 0.13%
2,067
-182
62
$260K 0.12%
2,387
-495
63
$256K 0.12%
23,628
64
$254K 0.12%
18,375
+9,850
65
$254K 0.12%
10,457
+2,240
66
$247K 0.12%
4,380
67
$241K 0.12%
4,852
+3
68
$241K 0.12%
1,716
69
$234K 0.11%
4,035
+4
70
$215K 0.1%
1,496
71
$211K 0.1%
4,190
72
$210K 0.1%
2,670
73
$207K 0.1%
15,407
-2,664
74
$203K 0.1%
1,914
-153
75
$199K 0.1%
1,504
1 2
3
4 5