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
$178M
AUM Growth
-$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$7.25M
3
+$5.04M
4
DLR icon
Digital Realty Trust
DLR
+$4.12M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.36M

Top Sells

1
+$6.41M
2
+$3.7M
3
+$2.08M
4
ABBV icon
AbbVie
ABBV
+$1.84M
5
SO icon
Southern Company
SO
+$1.74M

Sector Composition

1 Technology 20.63%
2 Healthcare 19.87%
3 Real Estate 9.45%
4 Industrials 6.44%
5 Utilities 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.84%
479,993
+52,858
27
$1.42M 0.8%
93,710
+75,430
28
$1.14M 0.64%
10,809
-9,405
29
$628K 0.35%
12,545
-23,345
30
$543K 0.3%
6,407
-43,645
31
$523K 0.29%
3,435
-117
32
$448K 0.25%
1,744
-48
33
$377K 0.21%
10,123
-19,915
34
$315K 0.18%
56,746
35
$304K 0.17%
3,814
-80,459
36
$259K 0.15%
3,309
+337
37
$181K 0.1%
10,000
38
$151K 0.08%
829
-17
39
$112K 0.06%
32,106
-3,153
40
$107K 0.06%
749
41
$58K 0.03%
1,163
-125
42
– –
-1,686
43
– –
-10,691
44
– –
-2,000
45
– –
-1,343
46
– –
-1,000
47
– –
-23,977
48
– –
-6,214
49
– –
-675
50
– –
-1,000
1
2
3