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
$216M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.65M
2 +$451K
3 +$390K
4
LUV icon
Southwest Airlines
LUV
+$351K
5
LRCX icon
Lam Research
LRCX
+$253K

Top Sells

1 +$488K
2 +$369K
3 +$355K
4
ADBE icon
Adobe
ADBE
+$327K
5
C icon
Citigroup
C
+$322K

Sector Composition

1 Technology 17.79%
2 Healthcare 17.65%
3 Industrials 15.36%
4 Consumer Staples 13.79%
5 Consumer Discretionary 12.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,969