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
$121M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.51M
3
+$3.15M
4
BAC icon
Bank of America
BAC
+$3.06M
5
TROW icon
T. Rowe Price
TROW
+$2.62M

Top Sells

1
+$36.1K
2
+$29.6K
3
+$25.2K
4
DSU icon
BlackRock Debt Strategies Fund
DSU
+$15.1K
5
DFS
Discover Financial Services
DFS
+$9.37K

Sector Composition

1 Financials 18.61%
2 Technology 11.56%
3 Healthcare 10.82%
4 Communication Services 9.25%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
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