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
$162M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$686K
3
+$585K
4
MCD icon
McDonald's
MCD
+$397K
5
UNH icon
UnitedHealth
UNH
+$281K

Top Sells

1
+$779K
2
+$348K
3
+$302K
4
CLX icon
Clorox
CLX
+$261K
5
BA icon
Boeing
BA
+$211K

Sector Composition

1 Healthcare 16.86%
2 Technology 15%
3 Industrials 14.84%
4 Consumer Discretionary 13.48%
5 Consumer Staples 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.95%
27,180
-380
52
$1.52M 0.94%
25,384
+1,110
53
$1.52M 0.94%
11,765
+1,365
54
$1.45M 0.89%
28,796
+1,290
55
$1.44M 0.89%
5,863
+1,144
56
$1.4M 0.86%
12,914
+185
57
$1.38M 0.85%
57,047
-1,168
58
$1.37M 0.85%
20,474
+440
59
$1.37M 0.84%
4,959
-45
60
$1.34M 0.82%
16,050
-5
61
$1.32M 0.81%
23,640
-600
62
$1.26M 0.78%
16,305
-2,151
63
$1.25M 0.77%
43,761
-990
64
$1.23M 0.76%
5,432
+38
65
$1.2M 0.74%
3,913
-97
66
$1.19M 0.73%
21,385
+363
67
$1.15M 0.71%
10,399
-879
68
$1.13M 0.7%
5,796
+140
69
$1.13M 0.7%
7,023
-1,879
70
$1.08M 0.67%
24,511
-3,104
71
$1.08M 0.67%
15,670
+347
72
$1.07M 0.66%
7,946
-1,926
73
$1.04M 0.64%
14,429
-450
74
$1.03M 0.63%
25,103
+1,235
75
$1M 0.62%
4,895
-819
1 2
3
4 5