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
$150M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$824K
2 +$659K
3 +$658K
4
SWK icon
Stanley Black & Decker
SWK
+$617K
5
INTC icon
Intel
INTC
+$578K

Top Sells

1 +$1.45M
2 +$550K
3 +$421K
4
CHD icon
Church & Dwight Co
CHD
+$302K
5
R icon
Ryder
R
+$300K

Sector Composition

1 Healthcare 17.29%
2 Technology 14.87%
3 Industrials 14.73%
4 Consumer Discretionary 14.04%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,682
127
-10,392
128
-2,935
129
-3,138
130
-2,840
131
-6,637
132
-3,842
133
-15,270
134
-1,717
135
-2,649