EHWM

Eads & Heald Wealth Management Portfolio holdings

AUM $209M
1-Year Est. Return 16.52%
This Quarter Est. Return
1 Year Est. Return
+16.52%
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 +$876K
2 +$843K
3 +$451K
4
WFC icon
Wells Fargo
WFC
+$324K
5
MO icon
Altria Group
MO
+$212K

Top Sells

1 +$621K
2 +$420K
3 +$315K
4
MSFT icon
Microsoft
MSFT
+$238K
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