HW
Hedeker Wealth Portfolio holdings
AUM
$429M
This Quarter Return
+8.38%
1 Year Return
+40.86%
3 Year Return
+101.32%
5 Year Return
+143.13%
10 Year Return
+320.21%
AUM
$377M
AUM Growth
+$377M
(+9.3%)
Cap. Flow
+$23.5M
Cap. Flow
% of AUM
6.22%
Top 10 Holdings %
Top 10 Hldgs %
37.05%
Holding
91
New
6
Increased
56
Reduced
17
Closed
8
Top Buys
| 1 |
Broadcom
AVGO
|
$16M |
| 2 |
NVIDIA
NVDA
|
$10.2M |
| 3 |
Uber
UBER
|
$6.52M |
| 4 |
Hyatt Hotels
H
|
$1.56M |
| 5 |
PIMCO Municipal Income Opportunities Active ETF
MINO
|
$1.31M |
Top Sells
| 1 |
Micron Technology
MU
|
$9.29M |
| 2 |
Keysight
KEYS
|
$3.84M |
| 3 |
Ballast Small/Mid Cap ETF
MGMT
|
$1.72M |
| 4 |
Atkore
ATKR
|
$1.58M |
| 5 |
Fortrea Holdings
FTRE
|
$1.45M |
Sector Composition
| 1 | Technology | 29.25% |
| 2 | Financials | 9.72% |
| 3 | Healthcare | 8.3% |
| 4 | Communication Services | 7.56% |
| 5 | Industrials | 7.46% |
