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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$13.1M
3
+$12.3M
4
AMZN icon
Amazon
AMZN
+$8.36M
5
AAPL icon
Apple
AAPL
+$8.02M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.2%
2 Technology 13.9%
3 Utilities 11.3%
4 Real Estate 9.13%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.85%
+30,405
27
$1.3M 0.84%
+9,075
28
$1.19M 0.77%
+3,442
29
$1.17M 0.76%
+219,158
30
$1.12M 0.73%
+70,690
31
$1.04M 0.68%
+3,725
32
$1.03M 0.67%
+10,802
33
$806K 0.52%
+16,547
34
$579K 0.38%
+4,171
35
$568K 0.37%
+2,098
36
$537K 0.35%
+5,440
37
$501K 0.33%
+1,273
38
$394K 0.26%
+14,357
39
$374K 0.24%
+1,650
40
$361K 0.24%
+2,208
41
$361K 0.24%
+1,573
42
$348K 0.23%
+3,070
43
$328K 0.21%
+1,347
44
$290K 0.19%
+1,841
45
$280K 0.18%
+5,209
46
$266K 0.17%
+912
47
$243K 0.16%
+8,310
48
$237K 0.15%
+9,794
49
$211K 0.14%
+1,400
50
$202K 0.13%
+1,058
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