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
$125M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.54M
3
+$4.28M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.92M
5
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.87M

Top Sells

1
+$2.22M
2
+$1.38M
3
+$983K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$434K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$396K

Sector Composition

1 Healthcare 5.61%
2 Industrials 2.73%
3 Financials 2.49%
4 Technology 2.34%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$26K 0.02%
326
177
$25K 0.02%
872
178
$25K 0.02%
+475
179
$25K 0.02%
474
180
$25K 0.02%
210
-197
181
$25K 0.02%
81
+26
182
$24K 0.02%
3,736
183
$24K 0.02%
343
+164
184
$23K 0.02%
300
+100
185
$23K 0.02%
524
186
$23K 0.02%
480
187
$23K 0.02%
442
188
$22K 0.02%
75
189
$22K 0.02%
537
+137
190
$21K 0.02%
259
+159
191
$21K 0.02%
326
192
$21K 0.02%
1,350
193
$21K 0.02%
568
194
$21K 0.02%
506
195
$21K 0.02%
115
196
$21K 0.02%
5,200
+3,200
197
$21K 0.02%
+795
198
$20K 0.02%
336
199
$20K 0.02%
+200
200
$20K 0.02%
2
6 7
8
9 10