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
$80.4M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$718K
3
+$425K
4
FM
iShares Frontier and Select EM ETF
FM
+$245K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$171K

Top Sells

1
+$4.53M
2
+$854K
3
+$572K
4
ABBV icon
AbbVie
ABBV
+$353K
5
WGL
Wgl Holdings
WGL
+$306K

Sector Composition

1 Healthcare 8.08%
2 Industrials 3.92%
3 Financials 3.65%
4 Technology 3.58%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$113K 0.14%
1,157
77
$110K 0.14%
4,581
-12,474
78
$110K 0.14%
618
79
$108K 0.13%
5,031
80
$108K 0.13%
3,323
81
$107K 0.13%
2,744
82
$106K 0.13%
1,590
83
$105K 0.13%
1,889
84
$104K 0.13%
6,688
+1,000
85
$102K 0.13%
6,198
86
$102K 0.13%
3,591
+237
87
$102K 0.13%
3,800
88
$102K 0.13%
2,655
+132
89
$102K 0.13%
922
90
$99K 0.12%
542
91
$99K 0.12%
2,488
92
$97K 0.12%
1,534
+2
93
$97K 0.12%
600
94
$96K 0.12%
1,398
95
$95K 0.12%
2,107
96
$95K 0.12%
3,955
97
$94K 0.12%
1,375
+75
98
$93K 0.12%
3,628
99
$92K 0.11%
4,071
-1,399
100
$92K 0.11%
1,950
2 3
4
5 6