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
101
$146K 0.07%
600
102
$144K 0.07%
1,554
103
$142K 0.07%
570
104
$140K 0.07%
3,260
-42
105
$139K 0.07%
3,223
106
$138K 0.07%
2,255
107
$137K 0.07%
4,044
+1,200
108
$135K 0.06%
1,950
-1,200
109
$133K 0.06%
1,000
110
$128K 0.06%
1,241
111
$127K 0.06%
4,501
112
$126K 0.06%
1,563
113
$121K 0.06%
410
114
$119K 0.06%
2,740
115
$117K 0.06%
749
116
$116K 0.06%
1,384
+3
117
$113K 0.05%
2,032
-231
118
$113K 0.05%
1,463
119
$110K 0.05%
2,863
120
$109K 0.05%
792
121
$109K 0.05%
1,600
122
$105K 0.05%
359
123
$103K 0.05%
764
124
$103K 0.05%
4,146
+680
125
$101K 0.05%
3,457
3 4
5
6 7