HWA
Heartwood Wealth Advisors Portfolio holdings
AUM
$1.09B
1-Year Est. Return
20.46%
1 Year Est. Return
+20.46%
AUM
$1.07B
AUM Growth
+$114M
(+12%)
Holding
631
Top Buys
| 1 | +$15.9M | |
| 2 | +$8.95M | |
| 3 | +$791K | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$779K |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$719K |
Top Sells
| 1 | +$12.3M | |
| 2 | +$8.48M | |
| 3 | +$781K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$403K |
| 5 |
Howmet Aerospace
HWM
|
+$335K |
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 | |
|---|---|---|---|---|---|---|
626
Commerce Bancshares
CBSH
$8.09B
| $239 | ﹤0.01% |
+4
|
|
||
627
PPG Industries
PPG
$24.7B
| $210 | ﹤0.01% |
+2
|
|
||
|
BMNR
628
BitMine Immersion Technologies
BMNR
$14.2B
| $208 | ﹤0.01% |
+4
|
|
||
629
LyondellBasell Industries
LYB
$16.4B
| $196 | ﹤0.01% |
+4
|
|
||
630
Becton Dickinson
BDX
$59B
| $187 | ﹤0.01% |
+1
|
|
||
631
Organon & Co
OGN
$2.28B
| $21 | ﹤0.01% |
+2
|
|