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
$158M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$929K
2 +$324K
3 +$322K
4
MDT icon
Medtronic
MDT
+$283K
5
EW icon
Edwards Lifesciences
EW
+$279K

Top Sells

1 +$1M
2 +$727K
3 +$618K
4
CVS icon
CVS Health
CVS
+$431K
5
GWW icon
W.W. Grainger
GWW
+$428K

Sector Composition

1 Healthcare 16.73%
2 Industrials 16.08%
3 Technology 14.29%
4 Consumer Discretionary 13.06%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,850
127
-3,345
128
-1,946
129
-3,435
130
-20,866