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
$209M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$634K
3
+$343K
4
TIPZ icon
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
+$337K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$280K

Top Sells

1
+$2.4M
2
+$1.08M
3
+$687K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$531K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$464K

Sector Composition

1 Healthcare 5.07%
2 Financials 2.35%
3 Technology 2.09%
4 Consumer Discretionary 1.91%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$71K 0.03%
1,100
152
$70K 0.03%
12,900
153
$70K 0.03%
5,070
154
$69K 0.03%
2,255
155
$69K 0.03%
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156
$68K 0.03%
700
157
$68K 0.03%
2,226
158
$64K 0.03%
527
159
$64K 0.03%
+1,336
160
$63K 0.03%
1,270
161
$63K 0.03%
2,001
162
$61K 0.03%
2,025
163
$60K 0.03%
383
164
$59K 0.03%
842
165
$59K 0.03%
519
166
$59K 0.03%
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167
$57K 0.03%
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168
$55K 0.03%
1,554
169
$55K 0.03%
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170
$54K 0.03%
386
171
$54K 0.03%
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172
$54K 0.03%
620
173
$54K 0.03%
261
174
$54K 0.03%
690
175
$52K 0.02%
974
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