HWA
Heartwood Wealth Advisors Portfolio holdings
AUM
$958M
1-Year Return
14.32%
This Quarter Return
+4.95%
1 Year Return
+14.32%
3 Year Return
+38.39%
5 Year Return
+57.68%
10 Year Return
–
AUM
$812M
AUM Growth
+$61.1M
(+8.1%)
Cap. Flow
+$25.2M
Cap. Flow
% of AUM
3.1%
Top 10 Holdings %
Top 10 Hldgs %
53.08%
Holding
162
New
14
Increased
45
Reduced
48
Closed
5
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$23.2M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$7.92M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$7.7M |
| 4 |
Vanguard Growth ETF
VUG
|
$4.57M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$4.15M |
Sector Composition
| 1 | Technology | 1.1% |
| 2 | Industrials | 0.9% |
| 3 | Financials | 0.85% |
| 4 | Healthcare | 0.53% |
| 5 | Consumer Staples | 0.53% |
