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
76
$287K 0.09%
6,113
-2,712
77
$281K 0.08%
2,096
78
$279K 0.08%
1,225
79
$278K 0.08%
3,356
80
$278K 0.08%
3,400
81
$271K 0.08%
2,261
82
$263K 0.08%
1,296
83
$263K 0.08%
2,805
+15
84
$259K 0.08%
995
+68
85
$257K 0.08%
5,373
-52,427
86
$257K 0.08%
525
87
$257K 0.08%
7,535
88
$253K 0.08%
2,900
89
$249K 0.07%
813
90
$247K 0.07%
1,043
91
$246K 0.07%
+1,777
92
$246K 0.07%
5,070
93
$228K 0.07%
800
94
$224K 0.07%
+1,197
95
$223K 0.07%
4,494
+4
96
$221K 0.07%
1,197
+52
97
$219K 0.07%
3,871
98
$205K 0.06%
+1,256
99
$201K 0.06%
4,298
100
$201K 0.06%
813
1 2 3
4
5