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
$157M
AUM Growth
+$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$5.63M
3
+$5.13M
4
XIFR
XPLR Infrastructure LP
XIFR
+$4.76M
5
GILD icon
Gilead Sciences
GILD
+$4.16M

Top Sells

1
+$5.9M
2
+$4.85M
3
+$2.87M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.47M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$2.29M

Sector Composition

1 Healthcare 23.55%
2 Technology 15.31%
3 Utilities 13.55%
4 Real Estate 7.81%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.84%
30,405
27
$1.04M 0.66%
8,049
-1,026
28
$889K 0.57%
56,676
-14,014
29
$836K 0.53%
10,676
-31,524
30
$745K 0.48%
+5,378
31
$624K 0.4%
30,607
-289,470
32
$531K 0.34%
1,885
-213
33
$502K 0.32%
5,141
-299
34
$502K 0.32%
1,273
35
$494K 0.32%
3,552
-619
36
$492K 0.31%
4,125
-19,191
37
$409K 0.26%
716
-8,499
38
$362K 0.23%
1,071
-2,371
39
$344K 0.22%
3,070
40
$310K 0.2%
1,343
-230
41
$306K 0.2%
1,894
-314
42
$298K 0.19%
+2,500
43
$290K 0.18%
6,256
+1,047
44
$252K 0.16%
975
-675
45
$231K 0.15%
9,794
46
$202K 0.13%
1,400
47
$202K 0.13%
841
-506
48
$199K 0.13%
4,255
-12,292
49
$183K 0.12%
+280
50
$119K 0.08%
+18,304
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