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
$176M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$2.76M
3
+$1.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.15M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.06M

Top Sells

1
+$5.22M
2
+$3.13M
3
+$2.87M
4
MDT icon
Medtronic
MDT
+$2.39M
5
INTC icon
Intel
INTC
+$2.12M

Sector Composition

1 Technology 18.9%
2 Healthcare 15.96%
3 Real Estate 11.18%
4 Industrials 7.41%
5 Utilities 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.98%
15,705
+500
27
$1.35M 0.77%
501,973
-9,866
28
$1.31M 0.74%
89,480
-24,180
29
$1.06M 0.6%
+15,191
30
$975K 0.55%
+14,033
31
$962K 0.55%
4,011
+1,767
32
$743K 0.42%
5,825
-2,431
33
$740K 0.42%
+1,130
34
$654K 0.37%
907
-7,233
35
$624K 0.35%
7,185
-250
36
$546K 0.31%
999
+493
37
$461K 0.26%
+651
38
$380K 0.22%
6,765
39
$366K 0.21%
3,309
40
$345K 0.2%
+8,009
41
$316K 0.18%
953
+27
42
$260K 0.15%
+570
43
$243K 0.14%
+1,813
44
$235K 0.13%
+2,245
45
$134K 0.08%
752
+1
46
$96.7K 0.06%
10,000
47
$57.4K 0.03%
802
-29
48
$17.6K 0.01%
31,100
-1,175
49
– –
-11,108
50
– –
-1,163
1
2