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
$157M
AUM Growth
+$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$5.63M
3
+$5.13M
4
XIFR
XPLR Infrastructure LP
XIFR
+$4.76M
5
GILD icon
Gilead Sciences
GILD
+$4.16M

Top Sells

1
+$5.9M
2
+$4.85M
3
+$2.87M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.47M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$2.29M

Sector Composition

1 Healthcare 23.55%
2 Technology 15.31%
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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-1,058
53
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-14,357
54
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-912
55
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-10,802
56
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-8,310
57
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-34
58
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-1,841
59
– –
-3,725
1 2
3