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
$153M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$297K
3
+$282K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$255K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$244K

Top Sells

1
+$1.01M
2
+$823K
3
+$604K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$429K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$313K

Sector Composition

1 Healthcare 6.37%
2 Financials 2.8%
3 Industrials 2.47%
4 Technology 2.33%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$98K 0.06%
2,920
+286
127
$97K 0.06%
3,354
128
$96K 0.06%
1,522
-174
129
$95K 0.06%
1,124
130
$94K 0.06%
3,457
131
$93K 0.06%
+861
132
$89K 0.06%
1,274
133
$88K 0.06%
440
134
$86K 0.06%
3,265
135
$86K 0.06%
1,600
136
$85K 0.06%
3,260
137
$84K 0.06%
46
138
$84K 0.06%
521
-21
139
$83K 0.05%
5,636
-421
140
$82K 0.05%
1,620
141
$82K 0.05%
534
142
$81K 0.05%
1,265
+3
143
$80K 0.05%
1,100
144
$80K 0.05%
1,600
145
$79K 0.05%
275
-84
146
$77K 0.05%
1,433
147
$75K 0.05%
1,612
148
$73K 0.05%
572
149
$72K 0.05%
974
150
$71K 0.05%
1,370
4 5
6
7 8