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
101
$102K 0.08%
3,323
102
$101K 0.08%
3,955
103
$100K 0.08%
3,628
104
$93K 0.07%
2,047
+97
105
$92K 0.07%
1,325
-50
106
$90K 0.07%
1,344
-841
107
$90K 0.07%
1,398
108
$89K 0.07%
410
109
$88K 0.07%
749
110
$87K 0.07%
6,198
111
$84K 0.07%
2,326
112
$81K 0.06%
+180
113
$79K 0.06%
1,124
114
$79K 0.06%
+2,935
115
$78K 0.06%
3,018
116
$75K 0.06%
400
117
$74K 0.06%
5,436
-156
118
$74K 0.06%
+1,792
119
$74K 0.06%
1,117
120
$72K 0.06%
3,354
-237
121
$71K 0.06%
812
+1
122
$71K 0.06%
500
123
$68K 0.05%
473
124
$68K 0.05%
2,497
-100
125
$65K 0.05%
12,900
3 4
5
6 7