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
$178M
AUM Growth
-$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$8.27M
2 +$7.25M
3 +$5.04M
4
DLR icon
Digital Realty Trust
DLR
+$4.12M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.36M

Top Sells

1 +$6.41M
2 +$3.7M
3 +$2.08M
4
ABBV icon
AbbVie
ABBV
+$1.84M
5
SO icon
Southern Company
SO
+$1.74M

Sector Composition

1 Technology 20.63%
2 Healthcare 19.87%
3 Real Estate 9.45%
4 Industrials 6.44%
5 Utilities 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,125