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
$209M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$634K
3
+$343K
4
TIPZ icon
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
+$337K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$280K

Top Sells

1
+$2.4M
2
+$1.08M
3
+$687K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$531K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$464K

Sector Composition

1 Healthcare 5.07%
2 Financials 2.35%
3 Technology 2.09%
4 Consumer Discretionary 1.91%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$101K 0.05%
897
127
$100K 0.05%
6,000
128
$98K 0.05%
1,124
129
$97K 0.05%
1,416
130
$96K 0.05%
6,671
131
$96K 0.05%
3,354
132
$96K 0.05%
440
133
$95K 0.05%
861
134
$94K 0.05%
534
135
$93K 0.04%
46
136
$91K 0.04%
3,265
137
$90K 0.04%
3,260
138
$89K 0.04%
521
139
$87K 0.04%
1,612
140
– –
0
141
$85K 0.04%
275
142
$83K 0.04%
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143
$81K 0.04%
974
144
$80K 0.04%
1,600
145
$79K 0.04%
1,174
146
$78K 0.04%
2,036
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147
$78K 0.04%
572
148
$75K 0.04%
945
149
$74K 0.04%
219
150
$71K 0.03%
3,387
4 5
6
7 8