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
$837M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$1.92M
2 +$1.06M
3 +$915K
4
MSFT icon
Microsoft
MSFT
+$813K
5
PANW icon
Palo Alto Networks
PANW
+$757K

Top Sells

1 +$265K
2 +$260K
3 +$235K
4
DEO icon
Diageo
DEO
+$220K
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$216K

Sector Composition

1 Technology 1.73%
2 Industrials 1.02%
3 Financials 0.99%
4 Consumer Staples 0.7%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,481
177
-1,272