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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$13.1M
3
+$12.3M
4
AMZN icon
Amazon
AMZN
+$8.36M
5
AAPL icon
Apple
AAPL
+$8.02M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.2%
2 Technology 13.9%
3 Utilities 11.3%
4 Real Estate 9.13%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 8.99%
+326,310
2
$13.1M 8.54%
+151,246
3
$12.3M 8.02%
+204,594
4
$8.36M 5.44%
+48,600
5
$8.02M 5.22%
+58,542
6
$6.96M 4.53%
+320,077
7
$6.2M 4.03%
+49,920
8
$6.11M 3.98%
+83,018
9
$6.06M 3.95%
+15,202
10
$5.53M 3.6%
+39,451
11
$5.51M 3.58%
+76,467
12
$5.42M 3.53%
+9,699
13
$4.65M 3.03%
+9,215
14
$4.24M 2.76%
+234,384
15
$3.83M 2.49%
+55,555
16
$3.69M 2.4%
+48,298
17
$3.54M 2.31%
+112,080
18
$3.48M 2.27%
+57,585
19
$3.37M 2.19%
+42,200
20
$3.16M 2.06%
+77,336
21
$3.08M 2.01%
+23,316
22
$2.98M 1.94%
+38,274
23
$1.87M 1.21%
+33,298
24
$1.66M 1.08%
+14,730
25
$1.53M 1%
+103,107
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