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
$772M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12.2M
3
+$11.6M
4
HD icon
Home Depot
HD
+$11.4M
5
FINX icon
Global X FinTech ETF
FINX
+$10.9M

Top Sells

1
+$121M
2
+$11.8M
3
+$5.79M
4
ARCC icon
Ares Capital
ARCC
+$5.26M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$4.08M

Sector Composition

1 Technology 14.16%
2 Consumer Discretionary 13.49%
3 Financials 13.33%
4 Communication Services 7.46%
5 Healthcare 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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