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
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.54M
3
+$4.28M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.92M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.87M

Top Sells

1
+$2.22M
2
+$1.38M
3
+$983K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$434K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$396K

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$160K 0.13%
5,615
+3,288
77
$158K 0.13%
2,400
+1,200
78
$151K 0.12%
1,515
+5
79
$142K 0.11%
1,635
80
$141K 0.11%
1,296
81
$141K 0.11%
2,488
82
$135K 0.11%
3,450
+795
83
$128K 0.1%
6,309
+303
84
$125K 0.1%
1,877
+871
85
$121K 0.1%
3,600
86
$120K 0.1%
1,157
87
$120K 0.1%
2,595
88
$118K 0.09%
1,723
+133
89
$114K 0.09%
1,889
90
$114K 0.09%
618
91
$113K 0.09%
2,744
92
$111K 0.09%
4,235
+239
93
$111K 0.09%
1,692
+222
94
$110K 0.09%
1,009
+87
95
$106K 0.08%
6,355
-333
96
$106K 0.08%
2,107
97
$105K 0.08%
542
98
$104K 0.08%
600
99
$102K 0.08%
1,536
+2
100
$102K 0.08%
5,031
2 3
4
5 6