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
$157M
AUM Growth
+$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$5.63M
3
+$5.13M
4
XIFR
XPLR Infrastructure LP
XIFR
+$4.76M
5
GILD icon
Gilead Sciences
GILD
+$4.16M

Top Sells

1
+$5.9M
2
+$4.85M
3
+$2.87M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.47M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$2.29M

Sector Composition

1 Healthcare 23.55%
2 Technology 15.31%
3 Utilities 13.55%
4 Real Estate 7.81%
5 Consumer Staples 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 8.53%
212,988
+8,394
2
$11.8M 7.56%
138,822
-12,424
3
$11.3M 7.21%
260,198
-66,112
4
$8.4M 5.36%
111,456
+63,158
5
$8.04M 5.13%
115,075
+59,520
6
$7.96M 5.07%
147,292
+113,994
7
$7.49M 4.78%
52,962
-5,580
8
$7.37M 4.7%
44,880
-3,720
9
$7.24M 4.62%
99,194
+16,176
10
$7.22M 4.6%
66,933
+52,203
11
$6.36M 4.06%
50,757
+837
12
$6.26M 3.99%
10,350
+651
13
$5.68M 3.62%
100,685
+24,218
14
$5.13M 3.27%
+96,248
15
$4.78M 3.05%
131,061
+53,725
16
$4.54M 2.9%
11,319
-3,883
17
$3.99M 2.55%
50,854
+12,580
18
$3.02M 1.93%
22,764
-16,687
19
$2.77M 1.77%
44,761
-12,824
20
$2.77M 1.76%
245,060
+10,676
21
$2.42M 1.54%
+17,002
22
$2.33M 1.48%
67,477
-44,603
23
$1.77M 1.13%
+36,771
24
$1.51M 0.96%
277,441
+58,283
25
$1.5M 0.96%
105,910
+2,803
1
2 3