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
$161M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$978K
3
+$901K
4
GSL icon
Global Ship Lease
GSL
+$855K
5
ABBV icon
AbbVie
ABBV
+$845K

Top Sells

1
+$1.76M
2
+$1.51M
3
+$1.33M
4
D icon
Dominion Energy
D
+$789K
5
COR
Coresite Realty Corporation
COR
+$745K

Sector Composition

1 Healthcare 24.13%
2 Technology 16.19%
3 Utilities 12.13%
4 Real Estate 8.2%
5 Consumer Staples 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.79%
30,038
-367
27
$1.06M 0.66%
+15,125
28
$1.01M 0.63%
24,639
-42,838
29
$886K 0.55%
56,676
30
$855K 0.53%
+37,312
31
$603K 0.37%
1,792
-93
32
$557K 0.35%
7,176
-3,500
33
$556K 0.35%
3,552
34
$437K 0.27%
1,000
-273
35
$406K 0.25%
+1,516
36
$371K 0.23%
1,343
37
$343K 0.21%
975
38
$290K 0.18%
1,901
+7
39
$251K 0.16%
2,500
40
$249K 0.15%
+1,000
41
$248K 0.15%
1,400
42
$248K 0.15%
5,354
-902
43
$230K 0.14%
2,000
-1,070
44
$211K 0.13%
+556
45
$180K 0.11%
527
+247
46
$134K 0.08%
34,438
+16,134
47
– –
-841
48
– –
-5,378
49
– –
-1,071
50
– –
-5,141
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