EHWM

Eads & Heald Wealth Management Portfolio holdings

AUM $209M
1-Year Est. Return 16.52%
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$653K
2 +$635K
3 +$550K
4
LRCX icon
Lam Research
LRCX
+$480K
5
CVS icon
CVS Health
CVS
+$431K

Top Sells

1 +$994K
2 +$778K
3 +$731K
4
NVDA icon
NVIDIA
NVDA
+$720K
5
DHR icon
Danaher
DHR
+$522K

Sector Composition

1 Technology 18.33%
2 Healthcare 18.02%
3 Industrials 14.61%
4 Consumer Discretionary 13.9%
5 Consumer Staples 12.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,047
127
-13,142