BWFA

Baltimore-Washington Financial Advisors Portfolio holdings

AUM $2.15B
1-Year Est. Return 18.78%
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.64M
3
+$1.78M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.13M
5
HR icon
Healthcare Realty
HR
+$1.07M

Top Sells

1
+$1.66M
2
+$966K
3
+$745K
4
ELME
Elme Communities
ELME
+$485K
5
POT
Potash Corp Of Saskatchewan
POT
+$389K

Sector Composition

1 Energy 11.93%
2 Industrials 11.31%
3 Financials 9.9%
4 Technology 9.38%
5 Consumer Staples 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K ﹤0.01%
400
252
$6K ﹤0.01%
400
253
$5K ﹤0.01%
100
254
$5K ﹤0.01%
+384
255
$5K ﹤0.01%
6
+5
256
$5K ﹤0.01%
100
257
$4K ﹤0.01%
+5,100
258
$3K ﹤0.01%
+129
259
$3K ﹤0.01%
+220
260
$3K ﹤0.01%
58
261
$3K ﹤0.01%
+110
262
$3K ﹤0.01%
+100
263
$2K ﹤0.01%
+33
264
$2K ﹤0.01%
+21
265
$2K ﹤0.01%
+92
266
$2K ﹤0.01%
+26
267
$2K ﹤0.01%
66
268
$2K ﹤0.01%
+41
269
$2K ﹤0.01%
+19
270
$2K ﹤0.01%
+96
271
$2K ﹤0.01%
+29
272
$2K ﹤0.01%
+21
273
$2K ﹤0.01%
+16
274
$2K ﹤0.01%
+95
275
$2K ﹤0.01%
+30
9 10
11
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