HWA

Heartwood Wealth Advisors Portfolio holdings

AUM $1.15B
1-Year Est. Return 20.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.78M
3
+$772K
4
VV icon
Vanguard Large-Cap ETF
VV
+$749K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$696K

Top Sells

1
+$9.57M
2
+$8.48M
3
+$669K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$388K
5
HWM icon
Howmet Aerospace
HWM
+$312K

Sector Composition

1 Technology 1.94%
2 Financials 1.22%
3 Industrials 1.09%
4 Consumer Discretionary 0.87%
5 Consumer Staples 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$79.7K 0.01%
+1,405
277
$79K 0.01%
+500
278
$78.2K 0.01%
+1,251
279
$77.7K 0.01%
+5,789
280
$77.1K 0.01%
+1,170
281
$74.9K 0.01%
+1,047
282
$74K 0.01%
+1,153
283
$73.4K 0.01%
+1,052
284
$72.7K 0.01%
+383
285
$66.7K 0.01%
+858
286
$66.7K 0.01%
+808
287
$66.1K 0.01%
+352
288
$64.1K 0.01%
+2,349
289
$63.2K 0.01%
+762
290
$62.7K 0.01%
+181
291
$60.8K 0.01%
+357
292
$59.6K 0.01%
+989
293
$59.4K 0.01%
+200
294
$59.1K 0.01%
+563
295
$58.4K 0.01%
+117
296
$57.1K 0.01%
+409
297
$56K 0.01%
+200
298
$55.4K 0.01%
+974
299
$54.4K 0.01%
+444
300
$53.5K 0.01%
+670
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