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
$154M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$13.8M
2 +$13.1M
3 +$12.3M
4
AMZN icon
Amazon
AMZN
+$8.36M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$86K 0.06%
+1,850
52
$17K 0.01%
+34