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
$162M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$737K
2 +$686K
3 +$585K
4
MCD icon
McDonald's
MCD
+$397K
5
UNH icon
UnitedHealth
UNH
+$281K

Top Sells

1 +$779K
2 +$348K
3 +$302K
4
CLX icon
Clorox
CLX
+$261K
5
BA icon
Boeing
BA
+$211K

Sector Composition

1 Healthcare 16.86%
2 Technology 15%
3 Industrials 14.84%
4 Consumer Discretionary 13.48%
5 Consumer Staples 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$147K 0.09%
+40,400
127
-11,559