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
$228M
AUM Growth
+$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$681K
3
+$487K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$223K
5
FM
iShares Frontier and Select EM ETF
FM
+$174K

Top Sells

1
+$305K
2
+$191K
3
+$165K
4
AXP icon
American Express
AXP
+$118K
5
VZ icon
Verizon
VZ
+$93.2K

Sector Composition

1 Healthcare 4.77%
2 Technology 2.34%
3 Financials 2.23%
4 Consumer Discretionary 1.75%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$338K 0.15%
953
52
$336K 0.15%
9,126
+9
53
$334K 0.15%
2,546
-57
54
$332K 0.15%
13,174
-290
55
$331K 0.15%
4,139
-483
56
$327K 0.14%
5,730
-1,634
57
$325K 0.14%
1,562
-215
58
$323K 0.14%
4,000
59
$317K 0.14%
5,783
60
$293K 0.13%
6,192
-120
61
$291K 0.13%
1,679
62
$282K 0.12%
2,067
63
$276K 0.12%
6,092
64
$270K 0.12%
2,187
-952
65
$269K 0.12%
5,484
66
$261K 0.11%
3,106
-75
67
$261K 0.11%
5,128
-1,250
68
$253K 0.11%
2,508
+341
69
$252K 0.11%
1,682
70
$241K 0.11%
4,226
-14
71
$240K 0.11%
3,400
72
$239K 0.1%
4,420
73
$234K 0.1%
1,487
74
$234K 0.1%
2,851
75
$223K 0.1%
1,296
1 2
3
4 5