EHWM

Eads & Heald Wealth Management Portfolio holdings

AUM $207M
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$855K
2 +$821K
3 +$458K
4
WFC icon
Wells Fargo
WFC
+$322K
5
DNY
DONNELLEY R R & SONS CO
DNY
+$202K

Top Sells

1 +$625K
2 +$406K
3 +$293K
4
MSFT icon
Microsoft
MSFT
+$229K
5
GSK icon
GSK
GSK
+$228K

Sector Composition

1 Healthcare 18.31%
2 Technology 14.75%
3 Industrials 13.64%
4 Consumer Staples 12.55%
5 Consumer Discretionary 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,022
127
-2,435