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

Top Buys

1
+$4.13M
2
+$2.86M
3
+$2.58M
4
MDT icon
Medtronic
MDT
+$2.41M
5
AAPL icon
Apple
AAPL
+$2.11M

Top Sells

1
+$615K
2
+$557K
3
+$406K
4
D icon
Dominion Energy
D
+$392K
5
IBM icon
IBM
IBM
+$101K

Sector Composition

1 Healthcare 24.5%
2 Technology 17.34%
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