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
$209M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$634K
3
+$343K
4
TIPZ icon
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
+$337K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$280K

Top Sells

1
+$2.4M
2
+$1.08M
3
+$687K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$531K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$464K

Sector Composition

1 Healthcare 5.07%
2 Financials 2.35%
3 Technology 2.09%
4 Consumer Discretionary 1.91%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$195K 0.09%
2,382
77
$195K 0.09%
1,200
78
$194K 0.09%
3,181
79
$194K 0.09%
1,346
80
$192K 0.09%
8,525
81
$191K 0.09%
4,433
-337
82
$189K 0.09%
2,669
83
$188K 0.09%
3,475
-2
84
$187K 0.09%
3,600
85
$186K 0.09%
4,226
86
$177K 0.08%
6,201
-765
87
$174K 0.08%
3,120
88
$172K 0.08%
1,050
89
$171K 0.08%
2,086
90
$170K 0.08%
874
+1
91
$170K 0.08%
15,444
92
$170K 0.08%
10,298
+44
93
$168K 0.08%
1,339
94
$166K 0.08%
5,050
95
$163K 0.08%
2,427
96
$156K 0.07%
1,877
97
– –
0
98
$152K 0.07%
1,723
99
$151K 0.07%
3,712
100
$147K 0.07%
2,188
2 3
4
5 6