HWA
Heartwood Wealth Advisors Portfolio holdings
AUM
$958M
This Quarter Return
+4.02%
1 Year Return
+14.32%
3 Year Return
+38.39%
5 Year Return
+57.68%
10 Year Return
–
AUM
$671M
AUM Growth
+$671M
(+5.1%)
Cap. Flow
+$8.69M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
57.06%
Holding
141
New
16
Increased
68
Reduced
18
Closed
8
Top Buys
| 1 |
iShares Short-Term National Muni Bond ETF
SUB
|
$3.01M |
| 2 |
Vanguard International High Dividend Yield ETF
VYMI
|
$2.97M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$2.89M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$2.71M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.27M |
Top Sells
Sector Composition
| 1 | Technology | 1.01% |
| 2 | Healthcare | 0.61% |
| 3 | Financials | 0.58% |
| 4 | Consumer Staples | 0.55% |
| 5 | Industrials | 0.53% |
