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
$187M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.86M
3
+$2.53M
4
VZ icon
Verizon
VZ
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.19M

Top Sells

1
+$691K
2
+$557K
3
+$415K
4
MCD icon
McDonald's
MCD
+$406K
5
TSLA icon
Tesla
TSLA
+$108K

Sector Composition

1 Healthcare 24.5%
2 Technology 17.59%
3 Utilities 10.69%
4 Real Estate 8.96%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.78%
18,421
+3,296
27
$1.39M 0.74%
10,691
-775
28
$1.38M 0.74%
48,572
+11,260
29
$1.33M 0.71%
30,038
30
$800K 0.43%
+9,991
31
$786K 0.42%
59,931
+3,255
32
$575K 0.31%
3,552
33
$552K 0.29%
1,792
34
$499K 0.27%
+18,280
35
$482K 0.26%
10,125
-14,514
36
$463K 0.25%
10,000
+7,500
37
$415K 0.22%
1,000
38
$385K 0.21%
1,343
39
$332K 0.18%
6,214
+860
40
$326K 0.17%
+56,746
41
$306K 0.16%
1,000
42
$284K 0.15%
+4,051
43
$253K 0.14%
+2,972
44
$242K 0.13%
675
-300
45
$220K 0.12%
1,686
-215
46
$201K 0.11%
2,000
47
$198K 0.11%
846
+319
48
$190K 0.1%
35,259
+821
49
$165K 0.09%
749
+193
50
$99K 0.05%
+1,288
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