EHWM

Eads & Heald Wealth Management Portfolio holdings

AUM $207M
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$810K
2 +$581K
3 +$376K
4
GL icon
Globe Life
GL
+$367K
5
VMC icon
Vulcan Materials
VMC
+$326K

Top Sells

1 +$470K
2 +$432K
3 +$368K
4
CRL icon
Charles River Laboratories
CRL
+$286K
5
HRB icon
H&R Block
HRB
+$279K

Sector Composition

1 Healthcare 18.69%
2 Technology 16.32%
3 Industrials 15.46%
4 Consumer Staples 14.5%
5 Consumer Discretionary 12.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,506
152
-6,929