HPWA

Hall Private Wealth Advisors Portfolio holdings

AUM $149M
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$5.96M
3
+$5.22M
4
XIFR
XPLR Infrastructure LP
XIFR
+$4.93M
5
GILD icon
Gilead Sciences
GILD
+$4.18M

Top Sells

1
+$6.08M
2
+$4.66M
3
+$2.98M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.51M
5
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$2.37M

Sector Composition

1 Healthcare 23.55%
2 Technology 15.12%
3 Utilities 13.55%
4 Real Estate 7.81%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$56K 0.04%
1,850
52
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-3,725
53
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-1,058
54
– –
-14,357
55
– –
-912
56
– –
-10,802
57
– –
-8,310
58
– –
-34
59
– –
-1,841
1 2
3