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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$9.99M
3
+$9.25M
4
IRM icon
Iron Mountain
IRM
+$8.72M
5
AMZN icon
Amazon
AMZN
+$8.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.46%
2 Healthcare 12.56%
3 Consumer Discretionary 8.4%
4 Utilities 7.38%
5 Real Estate 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 11.35%
+166,294
2
$9.99M 8.24%
+183,228
3
$9.25M 7.62%
+69,702
4
$8.72M 7.19%
+295,918
5
$8.54M 7.04%
+52,460
6
$6.57M 5.41%
+302,300
7
$5.82M 4.8%
+16,448
8
$5.27M 4.34%
+11,314
9
$4.97M 4.09%
+42,407
10
$4.84M 3.99%
+40,217
11
$4.34M 3.58%
+52,735
12
$4.33M 3.57%
+57,553
13
$3.42M 2.82%
+29,833
14
$2.54M 2.1%
+36,396
15
$2.22M 1.83%
+36,113
16
$2.13M 1.75%
+70,686
17
$2M 1.65%
+55,645
18
$1.89M 1.55%
+228,323
19
$1.75M 1.44%
+115,205
20
$1.7M 1.4%
+28,880
21
$1.45M 1.19%
+9,507
22
$1.37M 1.13%
+14,075
23
$1.28M 1.05%
+17,215
24
$1.27M 1.05%
+4,165
25
$1.21M 1%
+22,285
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