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
126
$201K 0.14%
+1,328
127
$178K 0.12%
12,005
-335
128
$165K 0.11%
+12,770
129
$129K 0.09%
14,230
+205
130
$127K 0.09%
10,500
131
$50K 0.03%
977
-288
132
-5,167
133
-1,615
134
-4,460
135
-8,210