HWA
Heartwood Wealth Advisors Portfolio holdings
AUM
$958M
This Quarter Return
+8.65%
1 Year Return
+14.32%
3 Year Return
+38.39%
5 Year Return
+57.68%
10 Year Return
–
AUM
$958M
AUM Growth
+$958M
(+9.3%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
51.68%
Holding
188
New
15
Increased
72
Reduced
49
Closed
5
Top Buys
| 1 |
Invesco KBW Premium Yield Equity REIT ETF
KBWY
|
$1.71M |
| 2 |
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
|
$1.64M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.43M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$1.14M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$1.04M |
Top Sells
| 1 |
ALPS Sector Dividend Dogs ETF
SDOG
|
$1.59M |
| 2 |
Alerian MLP ETF
AMLP
|
$1.29M |
| 3 |
UnitedHealth
UNH
|
$268K |
| 4 |
Clorox
CLX
|
$228K |
| 5 |
Vanguard Value ETF
VTV
|
$221K |
Sector Composition
| 1 | Technology | 1.73% |
| 2 | Financials | 1.19% |
| 3 | Industrials | 0.96% |
| 4 | Consumer Discretionary | 0.82% |
| 5 | Consumer Staples | 0.77% |
