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

Top Buys

1
+$1.01M
2
+$871K
3
+$854K
4
GSL icon
Global Ship Lease
GSL
+$851K
5
ABBV icon
AbbVie
ABBV
+$737K

Top Sells

1
+$1.61M
2
+$1.42M
3
+$1.24M
4
D icon
Dominion Energy
D
+$755K
5
COR
Coresite Realty Corporation
COR
+$745K

Sector Composition

1 Healthcare 24.13%
2 Technology 16.03%
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
– –
-4,125
52
– –
-5,378
53
– –
-1,071
54
– –
-5,141
55
– –
-9,794
56
– –
-4,255
1 2
3