BWFA

Baltimore-Washington Financial Advisors Portfolio holdings

AUM $2.4B
1-Year Est. Return 17.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.41M
3
+$2.09M
4
PAA icon
Plains All American Pipeline
PAA
+$589K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$389K

Top Sells

1
+$1.63M
2
+$767K
3
+$437K
4
EWS icon
iShares MSCI Singapore ETF
EWS
+$369K
5
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$349K

Sector Composition

1 Financials 12.93%
2 Technology 11.8%
3 Industrials 10.16%
4 Healthcare 9.91%
5 Energy 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9K ﹤0.01%
100
202
$9K ﹤0.01%
+204
203
$9K ﹤0.01%
+142
204
$9K ﹤0.01%
250
205
$9K ﹤0.01%
2,066
206
$9K ﹤0.01%
200
207
$8K ﹤0.01%
+128
208
$8K ﹤0.01%
+181
209
$8K ﹤0.01%
+30
210
$8K ﹤0.01%
+136
211
$8K ﹤0.01%
+80
212
$8K ﹤0.01%
+390
213
$8K ﹤0.01%
154
214
$8K ﹤0.01%
104
215
$7K ﹤0.01%
+118
216
$7K ﹤0.01%
490
217
$7K ﹤0.01%
+325
218
$7K ﹤0.01%
+625
219
$7K ﹤0.01%
73
220
$7K ﹤0.01%
100
221
$7K ﹤0.01%
+421
222
$6K ﹤0.01%
200
223
$6K ﹤0.01%
300
-16,395
224
$6K ﹤0.01%
+104
225
$5K ﹤0.01%
100
7 8
9
10 11