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
501
$1.9K ﹤0.01%
+9
502
$1.83K ﹤0.01%
+16
503
$1.76K ﹤0.01%
+71
504
$1.75K ﹤0.01%
+23
505
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+60
506
$1.73K ﹤0.01%
+21
507
$1.73K ﹤0.01%
+30
508
$1.72K ﹤0.01%
+8
509
$1.71K ﹤0.01%
+57
510
$1.69K ﹤0.01%
+8
511
$1.68K ﹤0.01%
+23
512
$1.67K ﹤0.01%
+10
513
$1.67K ﹤0.01%
+16
514
$1.66K ﹤0.01%
+22
515
$1.66K ﹤0.01%
+39
516
$1.61K ﹤0.01%
+18
517
$1.6K ﹤0.01%
+19
518
$1.57K ﹤0.01%
+100
519
$1.57K ﹤0.01%
+8
520
$1.56K ﹤0.01%
+85
521
$1.54K ﹤0.01%
+88
522
$1.49K ﹤0.01%
+12
523
$1.47K ﹤0.01%
+60
524
$1.47K ﹤0.01%
+20
525
$1.42K ﹤0.01%
+25
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