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
$80.4M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$718K
3
+$425K
4
FM
iShares Frontier and Select EM ETF
FM
+$245K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$171K

Top Sells

1
+$4.53M
2
+$854K
3
+$572K
4
ABBV icon
AbbVie
ABBV
+$353K
5
WGL
Wgl Holdings
WGL
+$306K

Sector Composition

1 Healthcare 8.08%
2 Industrials 3.92%
3 Financials 3.65%
4 Technology 3.58%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34K 0.04%
814
152
$33K 0.04%
1,061
153
$32K 0.04%
1,400
154
$32K 0.04%
800
+400
155
$30K 0.04%
267
156
$30K 0.04%
247
157
$30K 0.04%
268
158
$27K 0.03%
884
159
$27K 0.03%
560
160
$26K 0.03%
365
-278
161
$26K 0.03%
474
162
$25K 0.03%
338
163
$24K 0.03%
872
164
$24K 0.03%
3,090
165
$24K 0.03%
300
166
$24K 0.03%
3,600
167
$24K 0.03%
200
168
$23K 0.03%
3,736
+1,776
169
$22K 0.03%
442
170
$22K 0.03%
336
171
$22K 0.03%
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172
$22K 0.03%
407
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173
$22K 0.03%
1,350
+600
174
$22K 0.03%
540
175
$21K 0.03%
20
5 6
7
8 9