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
$107M
AUM Growth
-$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.38M
3
+$2.24M
4
CBRE icon
CBRE Group
CBRE
+$1.62M
5
AXP icon
American Express
AXP
+$1.18M

Top Sells

1
+$2.65M
2
+$2.03M
3
+$1.54M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$1.48M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$941K

Sector Composition

1 Financials 26.45%
2 Industrials 18.64%
3 Consumer Discretionary 11.99%
4 Communication Services 8.41%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
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