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
101
$84K 0.1%
410
102
$84K 0.1%
2,326
+175
103
$83K 0.1%
1,700
-2,800
104
$82K 0.1%
1,470
105
$78K 0.1%
5,592
+420
106
$75K 0.09%
1,124
107
$74K 0.09%
2,996
+496
108
$73K 0.09%
749
109
$73K 0.09%
3,018
110
$69K 0.09%
1,275
+500
111
$68K 0.08%
2,597
112
$66K 0.08%
1,128
113
$66K 0.08%
400
114
$65K 0.08%
2,327
+246
115
$64K 0.08%
811
+1
116
$63K 0.08%
3,818
117
$63K 0.08%
1,006
-1,006
118
$62K 0.08%
500
119
$62K 0.08%
918
120
$61K 0.08%
473
121
$61K 0.08%
932
+2
122
$57K 0.07%
1,004
+186
123
$57K 0.07%
1,186
+139
124
$55K 0.07%
+984
125
$55K 0.07%
627
3 4
5
6 7