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
$178M
AUM Growth
-$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$7.25M
3
+$5.04M
4
DLR icon
Digital Realty Trust
DLR
+$4.12M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.36M

Top Sells

1
+$6.41M
2
+$3.7M
3
+$2.08M
4
ABBV icon
AbbVie
ABBV
+$1.84M
5
SO icon
Southern Company
SO
+$1.74M

Sector Composition

1 Technology 20.63%
2 Healthcare 19.87%
3 Real Estate 9.45%
4 Industrials 6.44%
5 Utilities 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 11.03%
304,493
+112,281
2
$11.3M 6.32%
231,371
-42,815
3
$10.4M 5.84%
206,348
-25,421
4
$10.3M 5.78%
138,858
+13,236
5
$10.2M 5.72%
74,545
+3,521
6
$10.1M 5.68%
199,247
+11,838
7
$9.9M 5.56%
160,160
+15,998
8
$9.43M 5.29%
61,551
-12,000
9
$9.04M 5.08%
116,172
+106,181
10
$7.63M 4.28%
84,955
+12,064
11
$7.42M 4.17%
69,895
+15,475
12
$7.19M 4.04%
133,349
+15,589
13
$6.63M 3.72%
177,143
+18,870
14
$5.58M 3.13%
42,965
+31,759
15
$5.25M 2.95%
99,705
+95,654
16
$4.74M 2.66%
8,025
-2,637
17
$4.54M 2.55%
144,221
-6,852
18
$3.99M 2.24%
12,211
+1,735
19
$3.1M 1.74%
54,261
+35,840
20
$2.55M 1.43%
154,546
+105,974
21
$2.42M 1.36%
196,381
+136,450
22
$2.39M 1.34%
518,548
+205,320
23
$2.36M 1.33%
+29,504
24
$2.08M 1.17%
186,772
+71,860
25
$1.91M 1.07%
14,934
+3,798
1
2 3