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
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.54M
3
+$4.28M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.92M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.87M

Top Sells

1
+$2.22M
2
+$1.38M
3
+$983K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$434K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$396K

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$63K 0.05%
3,818
127
$63K 0.05%
935
+3
128
$62K 0.05%
1,004
129
$62K 0.05%
1,128
130
$62K 0.05%
1,612
+798
131
$57K 0.05%
100
132
$57K 0.05%
2,125
133
$57K 0.05%
582
134
$56K 0.04%
350
135
$56K 0.04%
551
-18
136
$55K 0.04%
627
137
$55K 0.04%
1,388
+202
138
$54K 0.04%
+63
139
$54K 0.04%
194
-1,081
140
$54K 0.04%
491
141
$54K 0.04%
690
142
$52K 0.04%
1,554
143
$52K 0.04%
1,527
144
$52K 0.04%
918
145
$51K 0.04%
3,387
146
$50K 0.04%
1,553
+492
147
$49K 0.04%
1,104
-50,118
148
$47K 0.04%
7,938
149
$46K 0.04%
800
150
$46K 0.04%
412
4 5
6
7 8