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
$90.1M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$149K
3
+$124K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$109K
5
FM
iShares Frontier and Select EM ETF
FM
+$104K

Top Sells

1
+$17.3M
2
+$595K
3
+$342K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$190K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$167K

Sector Composition

1 Healthcare 8.23%
2 Industrials 3.96%
3 Financials 3.38%
4 Technology 3.15%
5 Energy 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$49K 0.05%
412
152
$48K 0.05%
12,900
153
$47K 0.05%
388
154
$46K 0.05%
1,554
155
$45K 0.05%
1,408
-140
156
$45K 0.05%
629
157
$45K 0.05%
548
-327
158
$44K 0.05%
430
159
$42K 0.05%
279
160
$42K 0.05%
430
-20
161
$41K 0.05%
800
162
$41K 0.05%
696
163
$41K 0.05%
1,900
164
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584
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165
$40K 0.04%
714
166
$39K 0.04%
1,938
167
$39K 0.04%
465
168
$38K 0.04%
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169
$37K 0.04%
326
170
$37K 0.04%
304
171
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172
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173
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174
$34K 0.04%
267
175
$34K 0.04%
1,270
-465
5 6
7
8 9