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
$189M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$735K
2 +$258K
3 +$254K
4
PPL icon
PPL Corp
PPL
+$229K
5
MS icon
Morgan Stanley
MS
+$223K

Top Sells

1 +$307K
2 +$280K
3 +$266K
4
WDC icon
Western Digital
WDC
+$216K
5
TOL icon
Toll Brothers
TOL
+$202K

Sector Composition

1 Industrials 16.01%
2 Technology 15.93%
3 Healthcare 15.85%
4 Consumer Discretionary 13.53%
5 Consumer Staples 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$250K 0.13%
3,015
-35
127
$223K 0.12%
+4,370
128
$207K 0.11%
1,942
129
$201K 0.11%
+3,236
130
-1,830
131
-6,902
132
-4,925
133
-4,791