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
$672M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$5.42M
3
+$4.58M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.3M
5
SILJ icon
Amplify Junior Silver Miners ETF
SILJ
+$3.51M

Top Sells

1
+$13.3M
2
+$6.87M
3
+$5.43M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.35M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.98M

Sector Composition

1 Technology 0.65%
2 Industrials 0.55%
3 Healthcare 0.55%
4 Consumer Staples 0.53%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$471K 0.07%
+1,573
77
$468K 0.07%
9,984
+1,975
78
$466K 0.07%
2,045
-257
79
$461K 0.07%
+1,615
80
$449K 0.07%
2,221
81
$449K 0.07%
26,464
+9,515
82
$445K 0.07%
4,157
83
$445K 0.07%
3,200
84
$431K 0.06%
23,476
-1,224
85
$427K 0.06%
3,443
-1,025
86
$427K 0.06%
5,161
+975
87
$414K 0.06%
9,255
+2,354
88
$409K 0.06%
7,897
+2,563
89
$389K 0.06%
8,504
90
$388K 0.06%
+2,780
91
$384K 0.06%
3,555
-51
92
$374K 0.06%
649
+210
93
$370K 0.06%
1,020
+512
94
$341K 0.05%
6,790
-927
95
$336K 0.05%
+1,510
96
$326K 0.05%
+785
97
$321K 0.05%
5,662
+824
98
$321K 0.05%
+2,894
99
$317K 0.05%
2,313
+339
100
$286K 0.04%
1,394
+25
1 2 3
4
5