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
$332M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$1.81M
3
+$1.38M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.12M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.07M

Top Sells

1
+$20.6M
2
+$6.26M
3
+$450K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$442K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$319K

Sector Composition

1 Technology 12.35%
2 Healthcare 4.6%
3 Industrials 1.41%
4 Consumer Discretionary 1.07%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$218K 0.07%
+5,117
102
$217K 0.07%
4,851
-10
103
$215K 0.06%
+1,235
104
$211K 0.06%
+2,642
105
$206K 0.06%
447
106
$205K 0.06%
7,140
+1
107
$204K 0.06%
960
-8
108
– –
-4,974
109
– –
-5,109
110
– –
-2,805
1 2 3 4
5