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
$187M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.86M
3
+$2.53M
4
VZ icon
Verizon
VZ
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.19M

Top Sells

1
+$691K
2
+$557K
3
+$415K
4
MCD icon
McDonald's
MCD
+$406K
5
TSLA icon
Tesla
TSLA
+$108K

Sector Composition

1 Healthcare 24.5%
2 Technology 17.59%
3 Utilities 10.69%
4 Real Estate 8.96%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,516
52
– –
-7,176
1 2
3