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
$256M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$871K
3
+$647K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$497K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$473K

Top Sells

1
+$16.4M
2
+$880K
3
+$595K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$488K
5
FM
iShares Frontier and Select EM ETF
FM
+$243K

Sector Composition

1 Healthcare 4.8%
2 Financials 2.76%
3 Technology 2.53%
4 Consumer Discretionary 1.67%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$46K 0.02%
804
+175
177
$45K 0.02%
210
178
$45K 0.02%
315
179
$45K 0.02%
884
180
$45K 0.02%
405
181
$44K 0.02%
587
-20
182
$43K 0.02%
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183
$43K 0.02%
800
184
$43K 0.02%
425
+25
185
$42K 0.02%
247
186
$42K 0.02%
1,450
+150
187
$41K 0.02%
825
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188
$40K 0.02%
425
189
$40K 0.02%
688
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190
$39K 0.02%
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191
$39K 0.02%
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192
$38K 0.01%
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193
$37K 0.01%
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194
$37K 0.01%
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195
$36K 0.01%
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196
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250
197
$33K 0.01%
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-227
198
$33K 0.01%
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199
$33K 0.01%
906
200
$32K 0.01%
668
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