HPWA
Hall Private Wealth Advisors Portfolio holdings
AUM
$149M
This Quarter Return
+6.72%
1 Year Return
+18.02%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.3%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Iron Mountain
IRM
|
$13.8M |
| 2 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$13.1M |
| 3 |
iShares US Medical Devices ETF
IHI
|
$12.3M |
| 4 |
Amazon
AMZN
|
$8.36M |
| 5 |
Apple
AAPL
|
$8.02M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 18.2% |
| 2 | Technology | 13.9% |
| 3 | Utilities | 11.3% |
| 4 | Real Estate | 9.13% |
| 5 | Consumer Discretionary | 6.68% |