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
$185M
AUM Growth
-$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$5.07M
3
+$3.98M
4
DLR icon
Digital Realty Trust
DLR
+$3.1M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.52M

Top Sells

1
+$8.39M
2
+$8.16M
3
+$6.21M
4
BUD icon
AB InBev
BUD
+$4.71M
5
WDFC icon
WD-40
WDFC
+$3.49M

Sector Composition

1 Technology 21.63%
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
WDFC icon
51
WD-40
WDFC
$2.63B
– –
-19,596
ZBH icon
52
Zimmer Biomet
ZBH
$20.2B
– –
-5,233
TRTN
53
DELISTED
Triton International Limited
TRTN
– –
-98,286
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3