HWA

Heartwood Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 16.12%
This Quarter Est. Return
1 Year Est. Return
+16.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$523M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$3.16M
3
+$414K
4
LOW icon
Lowe's Companies
LOW
+$358K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$279K

Top Sells

1
+$41.5M
2
+$33.3M
3
+$13.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.2M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$11M

Sector Composition

1 Technology 0.22%
2 Consumer Staples 0.21%
3 Consumer Discretionary 0.18%
4 Industrials 0.16%
5 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$200K 0.04%
8,235
-11,720
77
– –
-10,133
78
– –
-24,000
79
– –
-24,000
80
– –
-60,000
1 2 3
4