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
$176M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$2.76M
3
+$1.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.15M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.06M

Top Sells

1
+$5.22M
2
+$3.13M
3
+$2.87M
4
MDT icon
Medtronic
MDT
+$2.39M
5
INTC icon
Intel
INTC
+$2.12M

Sector Composition

1 Technology 18.9%
2 Healthcare 15.96%
3 Real Estate 11.18%
4 Industrials 7.41%
5 Utilities 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.5M 9.97%
272,611
-48,591
2
$12.4M 7.04%
248,262
+1,719
3
$11M 6.25%
128,084
-22,019
4
$10.9M 6.21%
207,876
-8,232
5
$10.8M 6.14%
83,062
+1,177
6
$10.2M 5.79%
63,011
-3,338
7
$9.81M 5.58%
128,129
+5,366
8
$9.24M 5.25%
131,824
-8,769
9
$6.87M 3.91%
99,885
+141
10
$6.76M 3.84%
112,515
-14,255
11
$6.55M 3.73%
65,359
+11,936
12
$5.94M 3.38%
70,770
-4,173
13
$5.89M 3.35%
18,437
+3,612
14
$5.36M 3.05%
135,924
-72,864
15
$4.64M 2.64%
+33,043
16
$4.15M 2.36%
53,363
-30,728
17
$3.33M 1.89%
42,981
+7,606
18
$3.13M 1.78%
59,124
+1,426
19
$2.84M 1.61%
107,319
-80,333
20
$2.76M 1.57%
+44,960
21
$2.72M 1.55%
85,269
-50,360
22
$2.66M 1.51%
159,519
-10,394
23
$2.65M 1.51%
227,591
+15,097
24
$2.44M 1.39%
525,880
+251
25
$1.74M 0.99%
156,966
-88,428
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