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
$147M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$724K
2
+$404K
3
+$282K
4
CELG
Celgene Corp
CELG
+$259K
5
KMB icon
Kimberly-Clark
KMB
+$236K

Top Sells

1
+$762K
2
+$353K
3
+$296K
4
TOL icon
Toll Brothers
TOL
+$245K
5
EFX icon
Equifax
EFX
+$217K

Sector Composition

1 Healthcare 16.06%
2 Industrials 15.91%
3 Technology 13.91%
4 Consumer Staples 12.85%
5 Consumer Discretionary 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.92%
15,081
-231
52
$1.35M 0.92%
8,353
+292
53
$1.31M 0.89%
33,080
+40
54
$1.31M 0.89%
43,784
+32
55
$1.31M 0.89%
26,046
-643
56
$1.3M 0.89%
27,505
-3,652
57
$1.3M 0.88%
885
+66
58
$1.28M 0.88%
10,704
+207
59
$1.23M 0.84%
15,682
-735
60
$1.23M 0.84%
7,157
+1,260
61
$1.2M 0.82%
5,177
-32
62
$1.17M 0.8%
16,480
+242
63
$1.17M 0.8%
5,022
-289
64
$1.16M 0.79%
6,342
-63
65
$1.15M 0.78%
9,936
+2,237
66
$1.15M 0.78%
9,424
-25
67
$1.12M 0.76%
14,202
-221
68
$1.11M 0.76%
36,763
+747
69
$1.08M 0.74%
28,040
-480
70
$1.05M 0.72%
14,403
-668
71
$1.02M 0.7%
7,973
-40
72
$1.02M 0.69%
6,352
-329
73
$969K 0.66%
8,263
-92
74
$961K 0.66%
17,664
-120
75
$952K 0.65%
7,098
+37
1 2
3
4 5