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
$228M
AUM Growth
+$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$681K
3
+$487K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$223K
5
FM
iShares Frontier and Select EM ETF
FM
+$174K

Top Sells

1
+$305K
2
+$191K
3
+$165K
4
AXP icon
American Express
AXP
+$118K
5
VZ icon
Verizon
VZ
+$93.2K

Sector Composition

1 Healthcare 4.77%
2 Technology 2.34%
3 Financials 2.23%
4 Consumer Discretionary 1.75%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$96K 0.04%
1,124
127
$96K 0.04%
3,354
128
$94K 0.04%
1,200
129
$89K 0.04%
275
130
$89K 0.04%
1,064
131
$87K 0.04%
6,000
132
$86K 0.04%
46
133
$86K 0.04%
897
134
$83K 0.04%
521
135
$82K 0.04%
1,901
136
$81K 0.04%
1,212
137
$81K 0.04%
1,600
138
$80K 0.04%
219
139
– –
0
140
$79K 0.03%
1,100
141
$79K 0.03%
400
142
$79K 0.03%
5,000
143
$77K 0.03%
261
144
$72K 0.03%
1,177
+13
145
$72K 0.03%
1,952
+1,452
146
$71K 0.03%
1,703
147
$70K 0.03%
629
148
$69K 0.03%
685
149
$69K 0.03%
450
150
$64K 0.03%
1,554
4 5
6
7 8