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
$306M
AUM Growth
-$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$3.18M
3
+$2.99M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.36M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.05M

Top Sells

1
+$18.9M
2
+$4.64M
3
+$4.22M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.8M
5
AMZN icon
Amazon
AMZN
+$1.79M

Sector Composition

1 Technology 12.82%
2 Healthcare 4.67%
3 Industrials 1.07%
4 Financials 0.91%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$443K 0.14%
1,449
-37
52
$441K 0.14%
4,000
53
$441K 0.14%
9,147
54
$439K 0.14%
2,527
+5
55
$427K 0.14%
8,825
+1,740
56
$422K 0.14%
967
-75
57
$400K 0.13%
4,035
+88
58
$393K 0.13%
3,591
59
$392K 0.13%
7,410
60
$383K 0.13%
2,577
61
$371K 0.12%
5,211
-338
62
$366K 0.12%
1,687
63
$357K 0.12%
5,718
-665
64
$357K 0.12%
4,657
65
$353K 0.12%
2,609
66
$339K 0.11%
6,515
-30
67
$328K 0.11%
5,183
68
$317K 0.1%
16,830
+126
69
$312K 0.1%
1,124
-30
70
$305K 0.1%
1,043
71
$296K 0.1%
1,225
-320
72
$293K 0.1%
3,356
73
$285K 0.09%
1,296
74
$277K 0.09%
2,261
75
$277K 0.09%
2,790
-484
1 2
3
4 5