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
$174M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$824K
2 +$550K
3 +$362K
4
AVY icon
Avery Dennison
AVY
+$358K
5
CTAS icon
Cintas
CTAS
+$298K

Top Sells

1 +$466K
2 +$401K
3 +$332K
4
CLX icon
Clorox
CLX
+$311K
5
BUD icon
AB InBev
BUD
+$306K

Sector Composition

1 Healthcare 17.41%
2 Industrials 15.42%
3 Technology 15.19%
4 Consumer Discretionary 14.12%
5 Consumer Staples 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$185K 0.11%
13,180
-845
127
$145K 0.08%
15,665
-15,355
128
-4,770
129
-3,033
130
-40,400
131
-2,845