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
$90.1M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$149K
3
+$124K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$109K
5
FM
iShares Frontier and Select EM ETF
FM
+$104K

Top Sells

1
+$17.3M
2
+$595K
3
+$342K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$190K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$167K

Sector Composition

1 Healthcare 8.23%
2 Industrials 3.96%
3 Financials 3.38%
4 Technology 3.15%
5 Energy 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$32K 0.04%
1,400
177
$32K 0.04%
335
-370
178
$32K 0.04%
392
-19
179
$32K 0.04%
1,061
180
$31K 0.03%
273
181
$31K 0.03%
300
182
$31K 0.03%
1,000
183
$30K 0.03%
373
184
$30K 0.03%
5,000
185
$29K 0.03%
247
-4
186
$28K 0.03%
1,875
187
$27K 0.03%
2,030
-210
188
$27K 0.03%
560
189
$27K 0.03%
+670
190
$27K 0.03%
761
-80
191
$26K 0.03%
474
-168
192
$25K 0.03%
977
193
$25K 0.03%
540
-11
194
$25K 0.03%
564
195
$24K 0.03%
336
196
$24K 0.03%
340
-433
197
$24K 0.03%
3,736
198
$24K 0.03%
346
+2
199
$23K 0.03%
475
-10
200
$23K 0.03%
442
-27
6 7
8
9 10