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
$90.1M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$149K
3
+$124K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$109K
5
FM
iShares Frontier and Select EM ETF
FM
+$104K

Top Sells

1
+$17.3M
2
+$595K
3
+$342K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$190K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$167K

Sector Composition

1 Healthcare 8.23%
2 Industrials 3.96%
3 Financials 3.38%
4 Technology 3.15%
5 Energy 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$70K 0.08%
938
+2
127
$66K 0.07%
440
128
$66K 0.07%
5,636
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129
$66K 0.07%
777
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130
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1,128
131
$63K 0.07%
571
-13
132
$62K 0.07%
66,853
+64,728
133
$62K 0.07%
764
134
$62K 0.07%
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135
$62K 0.07%
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136
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582
137
$58K 0.06%
574
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138
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139
$57K 0.06%
555
140
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780
141
$55K 0.06%
818
142
$55K 0.06%
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143
$54K 0.06%
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491
147
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148
$51K 0.06%
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149
$50K 0.06%
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150
$50K 0.06%
1,571
4 5
6
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