HW

Hedeker Wealth Portfolio holdings

AUM $429M
1-Year Est. Return 40.86%
This Quarter Est. Return
1 Year Est. Return
+40.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1 +$4.37M
2 +$3.47M
3 +$3.39M
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$2.09M
5
WMT icon
Walmart
WMT
+$1.85M

Top Sells

1 +$5.4M
2 +$4.48M
3 +$3.92M
4
CMCSA icon
Comcast
CMCSA
+$3.79M
5
HAL icon
Halliburton
HAL
+$2.48M

Sector Composition

1 Technology 31.13%
2 Financials 11.91%
3 Communication Services 6.83%
4 Industrials 6.39%
5 Consumer Discretionary 5.69%