HPWA
Hall Private Wealth Advisors Portfolio holdings
AUM
$149M
1-Year Est. Return
18.02%
This Fund
S&P 500
1 Year Est. Return
+18.02%
AUM
$185M
AUM Growth
-$6.96M
(-3.6%)
Holding
53
Top Buys
| 1 | +$6.35M | |
| 2 | +$4.67M | |
| 3 | +$3.63M | |
| 4 |
Digital Realty Trust
DLR
|
+$2.7M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$2.29M |
Top Sells
| 1 | +$8.69M | |
| 2 | +$8.16M | |
| 3 | +$6.21M | |
| 4 |
AB InBev
BUD
|
+$5.02M |
| 5 |
WD-40
WDFC
|
+$3.49M |
Sector Composition
| 1 | Technology | 21.47% |
| 2 | Real Estate | 12.57% |
| 3 | Consumer Discretionary | 9.43% |
| 4 | Consumer Staples | 9.41% |
| 5 | Utilities | 5.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
International Flavors & Fragrances
IFF
$18.9B
| – | – |
-2,245
|
|
||
52
Zimmer Biomet
ZBH
$18.4B
| – | – |
-5,233
|
|
||
|
TRTN
53
DELISTED
Triton International Limited
TRTN
| – | – |
-98,286
|
|