BWFA
Baltimore-Washington Financial Advisors Portfolio holdings
AUM
$2.15B
This Quarter Return
+4.5%
1 Year Return
+18.78%
3 Year Return
+87.12%
5 Year Return
+128.77%
10 Year Return
+277.15%
AUM
$1.73B
AUM Growth
+$122M
(+7.6%)
Cap. Flow
+$29.7M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
33.38%
Holding
147
New
21
Increased
89
Reduced
19
Closed
7
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$3.84M |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$2.82M |
| 3 |
Marriott International Class A Common Stock
MAR
|
$2.73M |
| 4 |
Invesco QQQ Trust
QQQ
|
$2.63M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$2.46M |
Top Sells
Sector Composition
| 1 | Technology | 15.48% |
| 2 | Consumer Discretionary | 9.12% |
| 3 | Financials | 8.14% |
| 4 | Communication Services | 4.44% |
| 5 | Healthcare | 2.42% |
