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
$1.61B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$7.76M
3
+$5.63M
4
JPM icon
JPMorgan Chase
JPM
+$5.53M
5
META icon
Meta Platforms (Facebook)
META
+$4.45M

Top Sells

1
+$11.5M
2
+$11.4M
3
+$10.4M
4
NVDA icon
NVIDIA
NVDA
+$9.48M
5
LH icon
Labcorp
LH
+$8.58M

Sector Composition

1 Technology 14.46%
2 Consumer Discretionary 9.41%
3 Financials 8.44%
4 Communication Services 3.94%
5 Healthcare 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
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