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
$153M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$297K
3
+$282K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$255K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$244K

Top Sells

1
+$1.01M
2
+$823K
3
+$604K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$429K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$313K

Sector Composition

1 Healthcare 6.37%
2 Financials 2.8%
3 Industrials 2.47%
4 Technology 2.33%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$50K 0.03%
800
-113
177
$50K 0.03%
430
178
$50K 0.03%
1,349
179
$49K 0.03%
1,168
180
$49K 0.03%
261
181
$48K 0.03%
587
182
$47K 0.03%
620
183
$47K 0.03%
5,000
184
$45K 0.03%
326
185
$43K 0.03%
884
186
$43K 0.03%
408
187
$42K 0.03%
1,676
188
$42K 0.03%
548
189
$41K 0.03%
584
190
$41K 0.03%
+1,140
191
$41K 0.03%
800
192
$41K 0.03%
629
193
$40K 0.03%
247
194
$40K 0.03%
330
195
$38K 0.02%
273
196
$38K 0.02%
714
197
$37K 0.02%
906
-483
198
$37K 0.02%
638
+2
199
$37K 0.02%
500
200
$36K 0.02%
474
+334
6 7
8
9 10