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
$187M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.86M
3
+$2.53M
4
VZ icon
Verizon
VZ
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.19M

Top Sells

1
+$691K
2
+$557K
3
+$415K
4
MCD icon
McDonald's
MCD
+$406K
5
TSLA icon
Tesla
TSLA
+$108K

Sector Composition

1 Healthcare 24.5%
2 Technology 17.59%
3 Utilities 10.69%
4 Real Estate 8.96%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 8.11%
274,186
+26,625
2
$14.8M 7.9%
192,212
+53,992
3
$14.1M 7.54%
231,769
+19,761
4
$12.4M 6.62%
71,024
+12,552
5
$11.9M 6.37%
73,551
+375
6
$10.5M 5.59%
125,622
+12,461
7
$9.55M 5.1%
187,409
+48,633
8
$8.87M 4.74%
54,420
+9,860
9
$8.57M 4.58%
144,162
+16,684
10
$8.09M 4.32%
72,891
+22,793
11
$7.84M 4.19%
158,273
+57,626
12
$7.45M 3.98%
10,662
+248
13
$7.16M 3.82%
84,273
-4,882
14
$7.07M 3.78%
117,760
+15,840
15
$5.58M 2.98%
151,073
+24,479
16
$4.36M 2.33%
10,476
+194
17
$4.09M 2.18%
50,052
+24
18
$3.32M 1.77%
427,135
+164,319
19
$2.58M 1.38%
20,214
+1,306
20
$1.94M 1.04%
114,912
+4,868
21
$1.84M 0.98%
35,890
-881
22
$1.74M 0.93%
23,977
-1,354
23
$1.71M 0.91%
313,228
+8,462
24
$1.7M 0.91%
11,136
+2,971
25
$1.59M 0.85%
11,206
+9,806
1
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