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
201
$23K 0.01%
+462
202
$22K 0.01%
1,007
203
$21K 0.01%
500
204
$20K 0.01%
+1,500
205
$20K 0.01%
211
-55
206
$20K 0.01%
+1,000
207
$19K 0.01%
200
208
$19K 0.01%
1,000
209
$19K 0.01%
900
210
$19K 0.01%
110
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211
$18K 0.01%
310
212
$17K 0.01%
+1,200
213
$17K 0.01%
114
214
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215
$17K 0.01%
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216
$17K 0.01%
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217
$16K 0.01%
400
218
$15K 0.01%
300
219
$15K 0.01%
+600
220
$14K ﹤0.01%
+1,000
221
$14K ﹤0.01%
58
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222
$13K ﹤0.01%
550
223
$13K ﹤0.01%
376
224
$12K ﹤0.01%
385
225
$12K ﹤0.01%
220
7 8
9
10 11