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
$90.1M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$149K
3
+$124K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$109K
5
FM
iShares Frontier and Select EM ETF
FM
+$104K

Top Sells

1
+$17.3M
2
+$595K
3
+$342K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$190K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$167K

Sector Composition

1 Healthcare 8.23%
2 Industrials 3.96%
3 Financials 3.38%
4 Technology 3.15%
5 Energy 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$94K 0.1%
494
-1,000
102
$92K 0.1%
7,519
103
$91K 0.1%
1,417
-75
104
$90K 0.1%
749
105
$89K 0.1%
1,144
-200
106
$86K 0.1%
1,124
107
$86K 0.1%
6,392
+518
108
$86K 0.1%
7,825
109
$85K 0.09%
12,000
-2,650
110
$85K 0.09%
2,480
-40
111
$84K 0.09%
381
112
$84K 0.09%
1,692
-13
113
$82K 0.09%
3,354
114
$81K 0.09%
355
+240
115
$81K 0.09%
3,323
116
$81K 0.09%
1,600
117
$80K 0.09%
473
-85
118
$80K 0.09%
1,600
119
$79K 0.09%
3,628
120
$78K 0.09%
7,938
121
$76K 0.08%
+8,918
122
$75K 0.08%
6,198
123
$75K 0.08%
1,612
-26
124
$74K 0.08%
5,643
-1,878
125
$73K 0.08%
100
3 4
5
6 7