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
$80.4M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$718K
3
+$425K
4
FM
iShares Frontier and Select EM ETF
FM
+$245K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$171K

Top Sells

1
+$4.53M
2
+$854K
3
+$572K
4
ABBV icon
AbbVie
ABBV
+$353K
5
WGL
Wgl Holdings
WGL
+$306K

Sector Composition

1 Healthcare 8.08%
2 Industrials 3.92%
3 Financials 3.65%
4 Technology 3.58%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$54K 0.07%
690
127
$54K 0.07%
12,900
128
$53K 0.07%
3,387
129
$53K 0.07%
1,117
-59
130
$52K 0.06%
2,125
131
$51K 0.06%
569
132
$50K 0.06%
1,023
+1
133
$49K 0.06%
1,554
134
$49K 0.06%
2,020
+800
135
$49K 0.06%
491
136
$49K 0.06%
582
137
$48K 0.06%
+350
138
$48K 0.06%
7,938
139
$46K 0.06%
1,527
140
$45K 0.06%
1,228
141
$44K 0.05%
800
142
$43K 0.05%
1,900
143
$41K 0.05%
412
144
$39K 0.05%
100
145
$39K 0.05%
696
146
$37K 0.05%
1,316
+242
147
$35K 0.04%
800
148
$35K 0.04%
304
149
$35K 0.04%
629
+78
150
$35K 0.04%
1,270
4 5
6
7 8