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
$228M
AUM Growth
+$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$681K
3
+$487K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$223K
5
FM
iShares Frontier and Select EM ETF
FM
+$174K

Top Sells

1
+$305K
2
+$191K
3
+$165K
4
AXP icon
American Express
AXP
+$118K
5
VZ icon
Verizon
VZ
+$93.2K

Sector Composition

1 Healthcare 4.77%
2 Technology 2.34%
3 Financials 2.23%
4 Consumer Discretionary 1.75%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$43K 0.02%
1,365
-667
177
$43K 0.02%
629
178
$43K 0.02%
+685
179
$42K 0.02%
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180
$42K 0.02%
315
181
$42K 0.02%
247
182
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201
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183
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445
-500
184
$39K 0.02%
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185
$39K 0.02%
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187
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188
$38K 0.02%
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189
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624
191
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$35K 0.02%
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193
$35K 0.02%
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194
$35K 0.02%
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198
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199
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200
$31K 0.01%
872
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