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
$214M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$814K
2 +$473K
3 +$337K
4
AVT icon
Avnet
AVT
+$239K
5
TFC icon
Truist Financial
TFC
+$233K

Top Sells

1 +$485K
2 +$464K
3 +$392K
4
APH icon
Amphenol
APH
+$376K
5
COST icon
Costco
COST
+$347K

Sector Composition

1 Technology 21.05%
2 Healthcare 16.64%
3 Industrials 15.6%
4 Consumer Discretionary 12.89%
5 Consumer Staples 11.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,868