HWA
Heartwood Wealth Advisors Portfolio holdings
AUM
$1.09B
1-Year Est. Return
20.46%
1 Year Est. Return
+20.46%
AUM
$1.09B
AUM Growth
+$14M
(+1.3%)
Holding
632
Top Buys
| 1 | +$993K | |
| 2 | +$990K | |
| 3 | +$703K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$605K |
| 5 |
Broadcom
AVGO
|
+$584K |
Top Sells
| 1 | +$1.33M | |
| 2 | +$1.29M | |
| 3 | +$560K | |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$492K |
| 5 |
VanEck Junior Gold Miners ETF
GDXJ
|
+$339K |
Sector Composition
| 1 | Technology | 1.71% |
| 2 | Financials | 1.03% |
| 3 | Industrials | 0.95% |
| 4 | Communication Services | 0.82% |
| 5 | Consumer Discretionary | 0.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
LPL Financial
LPLA
$30.3B
| – | – |
-31
|
|
||
627
Lam Research
LRCX
$280B
| – | – |
-70
|
|
||
628
LyondellBasell Industries
LYB
$16.4B
| – | – |
-4
|
|
||
629
Mattel
MAT
$6.54B
| – | – |
-150
|
|
||
630
Netflix
NFLX
$373B
| – | – |
-750
|
|
||
631
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
| – | – |
-174
|
|
||
632
NRG Energy
NRG
$29.1B
| – | – |
-8
|
|