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
$177M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$851K
2 +$807K
3 +$539K
4
NVDA icon
NVIDIA
NVDA
+$490K
5
PCAR icon
PACCAR
PCAR
+$375K

Top Sells

1 +$905K
2 +$412K
3 +$354K
4
SLB icon
SLB Limited
SLB
+$348K
5
R icon
Ryder
R
+$330K

Sector Composition

1 Technology 15.67%
2 Industrials 15.33%
3 Healthcare 14.72%
4 Consumer Discretionary 13.85%
5 Consumer Staples 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$203K 0.11%
+2,665
127
-1,248
128
-5,329
129
-6,438
130
-16,321