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
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.54M
3
+$4.28M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.92M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.87M

Top Sells

1
+$2.22M
2
+$1.38M
3
+$983K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$434K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$396K

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$46K 0.04%
830
+655
152
$45K 0.04%
+551
153
$44K 0.04%
1,228
154
$43K 0.03%
1,900
155
$42K 0.03%
+430
156
$41K 0.03%
717
-267
157
$38K 0.03%
800
158
$38K 0.03%
1,488
-532
159
$37K 0.03%
282
+15
160
$36K 0.03%
696
161
$35K 0.03%
629
162
$35K 0.03%
1,270
163
$34K 0.03%
304
164
$34K 0.03%
282
+35
165
$34K 0.03%
279
+11
166
$32K 0.03%
240
+40
167
$31K 0.02%
1,400
168
$31K 0.02%
1,163
+163
169
$30K 0.02%
273
170
$28K 0.02%
4,346
+200
171
$28K 0.02%
884
172
$27K 0.02%
300
173
$27K 0.02%
339
+1
174
$27K 0.02%
560
175
$26K 0.02%
326
5 6
7
8 9