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 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
201
$25K 0.03%
540
202
$25K 0.03%
670
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$24K 0.03%
442
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$24K 0.03%
1,197
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$23K 0.02%
75
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977
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1,297
-733
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$23K 0.02%
347
+1
209
$22K 0.02%
215
210
$21K 0.02%
+1,568
211
$21K 0.02%
326
212
$20K 0.02%
421
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$20K 0.02%
300
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252
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568
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$19K 0.02%
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408
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437
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$18K 0.02%
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$17K 0.02%
201
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$16K 0.02%
241