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
$192M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$3.49M
3
+$1.29M
4
DLR icon
Digital Realty Trust
DLR
+$1.06M
5
VTV icon
Vanguard Value ETF
VTV
+$907K

Top Sells

1
+$2.58M
2
+$1.88M
3
+$1.81M
4
GILD icon
Gilead Sciences
GILD
+$1.23M
5
BUD icon
AB InBev
BUD
+$773K

Sector Composition

1 Technology 20.36%
2 Healthcare 12.66%
3 Real Estate 9.82%
4 Consumer Staples 7.83%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 1.15%
447,935
-77,945
27
$2.02M 1.05%
72,600
-16,880
28
$1.89M 0.99%
65,478
+6,354
29
$1.77M 0.92%
160,519
+3,553
30
$1.58M 0.82%
3,175
+2,605
31
$1.43M 0.74%
4,959
+948
32
$1.27M 0.66%
501,896
-77
33
$1.16M 0.6%
15,746
+555
34
$1.12M 0.58%
3,356
+2,403
35
$1.02M 0.53%
14,033
36
$815K 0.42%
1,130
37
$755K 0.39%
7,545
+360
38
$676K 0.35%
5,233
-592
39
$675K 0.35%
992
-7
40
$588K 0.31%
+1,994
41
$579K 0.3%
705
-202
42
$570K 0.3%
16,726
+8,717
43
$388K 0.2%
6,765
44
$273K 0.14%
+975
45
$206K 0.11%
2,245
46
$202K 0.11%
+493
47
$201K 0.1%
300
-351
48
$155K 0.08%
+10,000
49
$127K 0.07%
922
+120
50
$113K 0.06%
10,000
1
2
3