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
$228M
AUM Growth
+$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$681K
3
+$487K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$223K
5
FM
iShares Frontier and Select EM ETF
FM
+$174K

Top Sells

1
+$305K
2
+$191K
3
+$165K
4
AXP icon
American Express
AXP
+$118K
5
VZ icon
Verizon
VZ
+$93.2K

Sector Composition

1 Healthcare 4.77%
2 Technology 2.34%
3 Financials 2.23%
4 Consumer Discretionary 1.75%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$64K 0.03%
+1,662
152
$64K 0.03%
383
153
$63K 0.03%
2,001
154
$62K 0.03%
3,387
155
$61K 0.03%
755
156
$60K 0.03%
1,176
157
$60K 0.03%
519
158
$59K 0.03%
1,475
159
$56K 0.02%
386
160
$56K 0.02%
354
161
$56K 0.02%
2,498
162
$55K 0.02%
974
163
$54K 0.02%
2,025
164
$54K 0.02%
282
165
$54K 0.02%
1,135
166
$53K 0.02%
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-183
167
$51K 0.02%
584
168
$51K 0.02%
1,013
169
$50K 0.02%
450
170
$49K 0.02%
621
171
$49K 0.02%
387
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$48K 0.02%
1,983
173
$46K 0.02%
1,335
174
$45K 0.02%
762
175
$44K 0.02%
273
5 6
7
8 9