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
$186M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$626K
2 +$480K
3 +$392K
4
ADSK icon
Autodesk
ADSK
+$374K
5
VMC icon
Vulcan Materials
VMC
+$299K

Top Sells

1 +$2.12M
2 +$562K
3 +$387K
4
F icon
Ford
F
+$327K
5
ATVI
Activision Blizzard
ATVI
+$244K

Sector Composition

1 Healthcare 18.98%
2 Technology 16.56%
3 Industrials 15.35%
4 Consumer Staples 14.73%
5 Consumer Discretionary 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,034
152
-987
153
-22,641
154
-776