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
$161M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$978K
3
+$901K
4
GSL icon
Global Ship Lease
GSL
+$855K
5
ABBV icon
AbbVie
ABBV
+$845K

Top Sells

1
+$1.76M
2
+$1.51M
3
+$1.33M
4
D icon
Dominion Energy
D
+$789K
5
COR
Coresite Realty Corporation
COR
+$745K

Sector Composition

1 Healthcare 24.13%
2 Technology 16.19%
3 Utilities 12.13%
4 Real Estate 8.2%
5 Consumer Staples 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-9,794
52
– –
-4,255
53
– –
-30,607
54
– –
-716
55
– –
-1,850
56
– –
-4,125
1 2
3