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
$80.4M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$718K
3
+$425K
4
FM
iShares Frontier and Select EM ETF
FM
+$245K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$171K

Top Sells

1
+$4.53M
2
+$854K
3
+$572K
4
ABBV icon
AbbVie
ABBV
+$353K
5
WGL
Wgl Holdings
WGL
+$306K

Sector Composition

1 Healthcare 8.08%
2 Industrials 3.92%
3 Financials 3.65%
4 Technology 3.58%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15K 0.02%
2,185
+872
202
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201
203
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400
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205
$14K 0.02%
241
206
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200
-200
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208
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179
+2
209
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55
+35
211
$14K 0.02%
520
212
$14K 0.02%
201
213
$13K 0.02%
+200
214
$13K 0.02%
420
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216
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500
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$13K 0.02%
544
218
$13K 0.02%
200
219
$13K 0.02%
379
220
$13K 0.02%
+300
221
$13K 0.02%
425
222
$13K 0.02%
+418
223
$13K 0.02%
333
224
$12K 0.01%
200
225
$12K 0.01%
109
7 8
9
10 11