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
$333M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$5.23M
3
+$3.34M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.32M

Top Sells

1
+$2.61M
2
+$2.51M
3
+$2.07M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.69M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.47M

Sector Composition

1 Technology 13.66%
2 Healthcare 4.68%
3 Industrials 1.47%
4 Consumer Discretionary 1.23%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$498K 0.15%
9,490
-6,026
52
$473K 0.14%
8,290
+5
53
$473K 0.14%
9,537
+390
54
$472K 0.14%
2,909
+300
55
$448K 0.13%
3,220
56
$448K 0.13%
1,707
+583
57
$429K 0.13%
1,034
+67
58
$424K 0.13%
2,531
+4
59
$415K 0.12%
5,057
+400
60
$410K 0.12%
1,369
61
$402K 0.12%
5,503
-215
62
$402K 0.12%
1,449
63
$401K 0.12%
8,686
-1,228
64
$393K 0.12%
4,086
+51
65
$382K 0.11%
+12,264
66
$374K 0.11%
1,687
67
$370K 0.11%
5,255
+44
68
$368K 0.11%
7,410
69
$365K 0.11%
3,591
70
$337K 0.1%
+2,851
71
$332K 0.1%
6,515
72
$321K 0.1%
2,577
73
$312K 0.09%
+8,035
74
$300K 0.09%
16,830
75
$289K 0.09%
5,183
1 2
3
4 5