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
$94.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$14.6M
3
+$8.75M
4
FM
iShares Frontier and Select EM ETF
FM
+$3.4M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$3.19M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.4%
2 Industrials 3.83%
3 Financials 3.7%
4 Technology 3.15%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$25K 0.03%
+75
177
$25K 0.03%
+807
178
$25K 0.03%
+691
179
$24K 0.03%
+663
180
$23K 0.02%
+1,000
181
$23K 0.02%
+460
182
$22K 0.02%
+336
183
$22K 0.02%
+200
184
$22K 0.02%
+201
185
$22K 0.02%
+326
186
$22K 0.02%
+645
187
$22K 0.02%
+480
188
$22K 0.02%
+333
189
$21K 0.02%
+287
190
$21K 0.02%
+425
191
$19K 0.02%
+146
192
$19K 0.02%
+307
193
$18K 0.02%
+185
194
$18K 0.02%
+711
195
$18K 0.02%
+568
196
$17K 0.02%
+241
197
$17K 0.02%
+408
198
$17K 0.02%
+400
199
$16K 0.02%
+170
200
$16K 0.02%
+114
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