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
$173M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$772K
3 +$451K
4
GL icon
Globe Life
GL
+$438K
5
NVDA icon
NVIDIA
NVDA
+$429K

Top Sells

1 +$855K
2 +$358K
3 +$309K
4
LIN icon
Linde
LIN
+$263K
5
BIIB icon
Biogen
BIIB
+$242K

Sector Composition

1 Technology 15.62%
2 Healthcare 15.42%
3 Industrials 15.4%
4 Consumer Discretionary 13.79%
5 Consumer Staples 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$201K 0.12%
1,248
-2,224
127
-14,105
128
-13,878
129
-805
130
-1,687
131
-11,045