HPWA

Hall Private Wealth Advisors Portfolio holdings

AUM $149M
1-Year Est. Return 18.02%
This Quarter Est. Return
1 Year Est. Return
+18.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$9.99M
3
+$9.25M
4
IRM icon
Iron Mountain
IRM
+$8.72M
5
AMZN icon
Amazon
AMZN
+$8.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.46%
2 Healthcare 12.56%
3 Consumer Discretionary 8.4%
4 Utilities 7.38%
5 Real Estate 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.97%
+20,199
27
$1M 0.83%
+27,933
28
$937K 0.77%
+1,940
29
$935K 0.77%
+4,205
30
$882K 0.73%
+3,750
31
$775K 0.64%
+2,255
32
$774K 0.64%
+88,067
33
$648K 0.53%
+30,534
34
$563K 0.46%
+2,532
35
$432K 0.36%
+110,600
36
$371K 0.31%
+11,000
37
$315K 0.26%
+3,070
38
$293K 0.24%
+1,347
39
$277K 0.23%
+3,030
40
$251K 0.21%
+800
41
$224K 0.18%
+782
42
$219K 0.18%
+9,794
43
$218K 0.18%
+1,740
44
$213K 0.18%
+8,310
45
$202K 0.17%
+570
1
2