HWA
Heartwood Wealth Advisors Portfolio holdings
AUM
$1.07B
1-Year Est. Return
16.12%
1 Year Est. Return
+16.12%
AUM
$958M
AUM Growth
+$81.5M
(+9.3%)
Holding
188
Top Buys
| 1 | +$1.71M | |
| 2 | +$1.64M | |
| 3 | +$1.43M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$1.14M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$1.04M |
Top Sells
| 1 | +$1.59M | |
| 2 | +$1.29M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Martin Marietta Materials
MLM
$37.6B
| $227K | 0.02% |
+413
|
|
||
177
Altria Group
MO
$108B
| $226K | 0.02% |
+3,848
|
|
||
178
Air Products & Chemicals
APD
$56.3B
| $225K | 0.02% |
796
-4
|
|
||
179
AbbVie
ABBV
$401B
| $223K | 0.02% |
1,203
|
|
||
180
Fidelity MSCI Energy Index ETF
FENY
$1.37B
| $221K | 0.02% |
9,409
|
|
||
181
Tesla
TSLA
$1.43T
| $217K | 0.02% |
+683
|
|
||
182
Aflac
AFL
$57.1B
| $201K | 0.02% |
1,906
|
|
||
183
iShares Silver Trust
SLV
$26.5B
| $200K | 0.02% |
+6,103
|
|
||
184
UnitedHealth
UNH
$323B
| – | – |
-511
|
|
||
185
ALPS Sector Dividend Dogs ETF
SDOG
$1.22B
| – | – |
-27,431
|
|
||
186
Kimberly-Clark
KMB
$39.7B
| – | – |
-1,532
|
|
||
187
Fiserv
FI
$64.1B
| – | – |
-950
|
|
||
|
188
Clorox
CLX
$14.3B
| – | – |
-1,546
|
|