HW
Hedeker Wealth Portfolio holdings
AUM
$429M
This Quarter Return
+4.44%
1 Year Return
+40.86%
3 Year Return
+101.32%
5 Year Return
+143.13%
10 Year Return
+320.21%
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.26%
Holding
164
New
164
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$6.86M |
| 2 |
Apple
AAPL
|
$4.2M |
| 3 |
Boeing
BA
|
$3.91M |
| 4 |
Kohl's
KSS
|
$3.63M |
| 5 |
General Motors
GM
|
$3.51M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 25.6% |
| 2 | Consumer Discretionary | 12.8% |
| 3 | Industrials | 11.52% |
| 4 | Communication Services | 10.46% |
| 5 | Healthcare | 9.68% |
