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
$231M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$8.7M
2 +$6.26M
3 +$5.52M
4
PEP icon
PepsiCo
PEP
+$5.48M
5
VOD icon
Vodafone
VOD
+$5.33M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 13.19%
2 Energy 11.43%
3 Consumer Staples 9.92%
4 Healthcare 7.84%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1K ﹤0.01%
+12
177
$0 ﹤0.01%
+1
178
$0 ﹤0.01%
+8
179
$0 ﹤0.01%
+125
180
$0 ﹤0.01%
+2
181
$0 ﹤0.01%
+5,000
182
$0 ﹤0.01%
+30
183
$0 ﹤0.01%
+10