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
$642M
AUM Growth
-$7.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$9.59M
2 +$6.2M
3 +$707K
4
VV icon
Vanguard Large-Cap ETF
VV
+$658K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$620K

Top Sells

1 +$9.55M
2 +$7.39M
3 +$711K
4
VTV icon
Vanguard Value ETF
VTV
+$372K
5
VUG icon
Vanguard Growth ETF
VUG
+$355K

Sector Composition

1 Technology 0.39%
2 Healthcare 0.27%
3 Financials 0.23%
4 Consumer Discretionary 0.2%
5 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,153