EHWM
Eads & Heald Wealth Management Portfolio holdings
AUM
$202M
This Quarter Return
-2.56%
1 Year Return
+18.55%
3 Year Return
+74.74%
5 Year Return
+137.36%
10 Year Return
+339.12%
AUM
$216M
AUM Growth
+$216M
(-6.2%)
Cap. Flow
-$2.41M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
15.2%
Holding
151
New
5
Increased
34
Reduced
99
Closed
4
Top Buys
| 1 |
Archer Daniels Midland
ADM
|
$1.65M |
| 2 |
Consolidated Edison
ED
|
$451K |
| 3 |
ConocoPhillips
COP
|
$390K |
| 4 |
Southwest Airlines
LUV
|
$351K |
| 5 |
Lam Research
LRCX
|
$253K |
Top Sells
| 1 |
Merck
MRK
|
$488K |
| 2 |
Salesforce
CRM
|
$369K |
| 3 |
Ford
F
|
$355K |
| 4 |
Adobe
ADBE
|
$327K |
| 5 |
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% |