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
$170M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$466K
2 +$443K
3 +$434K
4
FDX icon
FedEx
FDX
+$345K
5
BDX icon
Becton Dickinson
BDX
+$344K

Top Sells

1 +$1.13M
2 +$895K
3 +$292K
4
FL
Foot Locker
FL
+$291K
5
CELG
Celgene Corp
CELG
+$288K

Sector Composition

1 Healthcare 16.28%
2 Industrials 16.13%
3 Technology 13.86%
4 Consumer Discretionary 12.64%
5 Consumer Staples 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$208K 0.12%
3,877
-720
127
$123K 0.07%
11,440
-2,890
128
-7,968
129
-8,257
130
-4,998
131
-20,975
132
-3,237
133
-5,885
134
-995
135
-3,509