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
$406M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$870K
3
+$720K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$367K
5
EGBN icon
Eagle Bancorp
EGBN
+$315K

Top Sells

1
+$2.23M
2
+$581K
3
+$353K
4
AAPL icon
Apple
AAPL
+$325K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$277K

Sector Composition

1 Technology 13.43%
2 Healthcare 4.26%
3 Industrials 1.44%
4 Financials 1.19%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$271K 0.07%
5,956
102
$270K 0.07%
1,835
-71
103
$264K 0.06%
5,681
104
$261K 0.06%
447
105
$258K 0.06%
4,992
-59
106
$248K 0.06%
813
107
$242K 0.06%
2,068
108
$240K 0.06%
2,476
-289
109
$236K 0.06%
5,000
110
$235K 0.06%
1,673
111
$227K 0.06%
+915
112
$222K 0.05%
6,437
-2,632
113
$221K 0.05%
+1,197
114
$213K 0.05%
+544
115
$209K 0.05%
+881
116
$205K 0.05%
+331
117
$204K 0.05%
+1,687
118
$201K 0.05%
+9,782
119
– –
-5,486
120
– –
-575
1 2 3 4
5