HWA
Heartwood Wealth Advisors Portfolio holdings
AUM
$958M
1-Year Return
14.32%
This Quarter Return
+6.23%
1 Year Return
+14.32%
3 Year Return
+38.39%
5 Year Return
+57.68%
10 Year Return
–
AUM
$523M
AUM Growth
–
Cap. Flow
+$523M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.11%
Holding
85
New
85
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$60.3M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$60M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$43.5M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$41.6M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$30.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.31% |
| 2 | Consumer Staples | 0.17% |
| 3 | Healthcare | 0.17% |
| 4 | Technology | 0.15% |
| 5 | Industrials | 0.14% |
