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
$93.7M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$237K
3
+$149K
4
FM
iShares Frontier and Select EM ETF
FM
+$124K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$71K

Top Sells

1
+$16.3M
2
+$2.01M
3
+$446K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$111K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$107K

Sector Composition

1 Healthcare 7.69%
2 Industrials 3.82%
3 Technology 3.47%
4 Financials 3.46%
5 Energy 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$34K 0.04%
267
177
$34K 0.04%
706
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178
$32K 0.03%
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$32K 0.03%
273
180
$32K 0.03%
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181
$32K 0.03%
761
182
$30K 0.03%
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183
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184
$30K 0.03%
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185
$30K 0.03%
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186
$29K 0.03%
335
187
$29K 0.03%
564
188
$28K 0.03%
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189
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190
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$27K 0.03%
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194
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195
$27K 0.03%
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196
$26K 0.03%
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197
$25K 0.03%
475
198
$25K 0.03%
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199
$25K 0.03%
872
200
$25K 0.03%
336
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