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
151
$56K 0.02%
+1,000
152
$56K 0.02%
+1,350
153
$56K 0.02%
+1,347
154
$56K 0.02%
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155
$56K 0.02%
3
156
$54K 0.02%
2,940
-60
157
$54K 0.02%
3,500
+1,000
158
$54K 0.02%
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-300
159
$54K 0.02%
1,300
160
$52K 0.02%
+650
161
$51K 0.02%
1,560
-11,885
162
$50K 0.02%
698
163
$50K 0.02%
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164
$49K 0.02%
639
165
$48K 0.02%
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166
$47K 0.02%
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167
$47K 0.02%
500
168
$47K 0.02%
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169
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250
171
$44K 0.01%
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172
$42K 0.01%
2,000
173
$42K 0.01%
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174
$41K 0.01%
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175
$41K 0.01%
3,400
5 6
7
8 9