EHWM

Eads & Heald Wealth Management Portfolio holdings

AUM $202M
1-Year Est. Return 18.55%
This Quarter Est. Return
1 Year Est. Return
+18.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$989K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$399K
3
+$362K
4
DHI icon
D.R. Horton
DHI
+$268K
5
META icon
Meta Platforms (Facebook)
META
+$235K

Top Sells

1
+$2.06M
2
+$628K
3
+$303K
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$233K
5
AMZN icon
Amazon
AMZN
+$227K

Sector Composition

1 Healthcare 18.03%
2 Industrials 15.43%
3 Consumer Staples 13.66%
4 Technology 13.09%
5 Consumer Discretionary 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.23%
11,774
-223
27
$1.77M 1.22%
43,327
-1,289
28
$1.76M 1.21%
21,095
-284
29
$1.75M 1.2%
29,866
+354
30
$1.74M 1.2%
18,957
-264
31
$1.71M 1.18%
32,851
+1,893
32
$1.7M 1.17%
118,760
-2,424
33
$1.69M 1.16%
30,588
-409
34
$1.67M 1.15%
11,507
+920
35
$1.67M 1.14%
21,963
-342
36
$1.64M 1.13%
20,756
-28
37
$1.63M 1.12%
68,176
-772
38
$1.62M 1.11%
28,871
-205
39
$1.58M 1.09%
14,285
-346
40
$1.57M 1.08%
+32,254
41
$1.56M 1.07%
15,378
+3,939
42
$1.53M 1.05%
11,777
-978
43
$1.52M 1.05%
27,317
+15
44
$1.52M 1.04%
14,363
-109
45
$1.49M 1.03%
29,151
+22
46
$1.46M 1%
10,546
-424
47
$1.41M 0.97%
43,276
-1,988
48
$1.4M 0.96%
5,960
-446
49
$1.39M 0.96%
77,055
-705
50
$1.39M 0.96%
22,877
-401
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