HWA
Heartwood Wealth Advisors Portfolio holdings
AUM
$958M
1-Year Return
14.32%
This Quarter Return
-3.36%
1 Year Return
+14.32%
3 Year Return
+38.39%
5 Year Return
+57.68%
10 Year Return
–
AUM
$678M
AUM Growth
-$26.9M
(-3.8%)
Cap. Flow
-$1.87M
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
56.79%
Holding
149
New
9
Increased
56
Reduced
33
Closed
19
Top Buys
Top Sells
| 1 |
iShares International Select Dividend ETF
IDV
|
$2.66M |
| 2 |
VanEck Short High Yield Muni ETF
SHYD
|
$918K |
| 3 |
Merck
MRK
|
$733K |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$550K |
| 5 |
Apple
AAPL
|
$541K |
Sector Composition
| 1 | Technology | 1.14% |
| 2 | Financials | 0.63% |
| 3 | Industrials | 0.59% |
| 4 | Consumer Discretionary | 0.51% |
| 5 | Consumer Staples | 0.46% |
