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
$888M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$967K
2 +$850K
3 +$648K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$637K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$390K

Top Sells

1 +$900K
2 +$460K
3 +$383K
4
AAPL icon
Apple
AAPL
+$321K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$252K

Sector Composition

1 Technology 1.79%
2 Financials 1.09%
3 Industrials 1%
4 Consumer Discretionary 0.79%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-16,475
177
-1,481
178
-6,005
179
-1,272