BWA
Burt Wealth Advisors Portfolio holdings
AUM
$437M
This Quarter Return
+3.69%
1 Year Return
+14.58%
3 Year Return
+41.26%
5 Year Return
+58.13%
10 Year Return
+110.86%
AUM
$93.7M
AUM Growth
+$93.7M
(+3.9%)
Cap. Flow
-$15.9M
Cap. Flow
% of AUM
-16.98%
Top 10 Holdings %
Top 10 Hldgs %
62.75%
Holding
437
New
16
Increased
43
Reduced
52
Closed
24
Top Buys
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$2.48M |
| 2 |
Apple
AAPL
|
$237K |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$182K |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
$168K |
| 5 |
Schwab US TIPS ETF
SCHP
|
$149K |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$16.3M |
| 2 |
ELME
Elme Communities
ELME
|
$2.01M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$446K |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$111K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$107K |
Sector Composition
| 1 | Healthcare | 7.69% |
| 2 | Industrials | 3.82% |
| 3 | Technology | 3.47% |
| 4 | Financials | 3.46% |
| 5 | Energy | 2.76% |
