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
$192M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$3.49M
3
+$1.29M
4
DLR icon
Digital Realty Trust
DLR
+$1.06M
5
VTV icon
Vanguard Value ETF
VTV
+$907K

Top Sells

1
+$2.58M
2
+$1.88M
3
+$1.81M
4
GILD icon
Gilead Sciences
GILD
+$1.23M
5
BUD icon
AB InBev
BUD
+$773K

Sector Composition

1 Technology 20.36%
2 Healthcare 12.66%
3 Real Estate 9.82%
4 Consumer Staples 7.83%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$86.4K 0.05%
762
+10
52
$22.6K 0.01%
36,842
+5,742
53
– –
-1,813
54
– –
-3,309
1 2
3