BWA

Burt Wealth Advisors Portfolio holdings

AUM $437M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.4M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$718K
3
+$425K
4
FM
iShares Frontier and Select EM ETF
FM
+$245K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$171K

Top Sells

1
+$4.53M
2
+$854K
3
+$572K
4
ABBV icon
AbbVie
ABBV
+$353K
5
WGL
Wgl Holdings
WGL
+$306K

Sector Composition

1 Healthcare 8.08%
2 Industrials 3.92%
3 Financials 3.65%
4 Technology 3.58%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$21K 0.03%
75
177
$21K 0.03%
1,197
178
$21K 0.03%
1,000
179
$21K 0.03%
524
180
$20K 0.02%
492
-5
181
$20K 0.02%
115
182
$20K 0.02%
977
183
$19K 0.02%
326
+100
184
$19K 0.02%
326
185
$19K 0.02%
568
186
$18K 0.02%
1,000
187
$18K 0.02%
663
188
$18K 0.02%
691
189
$17K 0.02%
408
190
$17K 0.02%
307
191
$17K 0.02%
729
192
$17K 0.02%
177
193
$17K 0.02%
+600
194
$17K 0.02%
737
195
$17K 0.02%
177
-43
196
$17K 0.02%
506
197
$16K 0.02%
170
198
$16K 0.02%
711
199
$15K 0.02%
146
200
$15K 0.02%
109
6 7
8
9 10