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
$114M
AUM Growth
+$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$2.76M
2 +$2.02M
3 +$2M
4
PEP icon
PepsiCo
PEP
+$1.97M
5
VZ icon
Verizon
VZ
+$1.97M

Top Sells

1 +$6.11M
2 +$4.76M
3 +$4.35M
4
AXP icon
American Express
AXP
+$2.69M
5
BA icon
Boeing
BA
+$2.67M

Sector Composition

1 Financials 16.75%
2 Healthcare 15.26%
3 Technology 10.36%
4 Industrials 10.03%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-18,915
127
-25,530
128
-21,955
129
-38,175
130
-19,300
131
-3,400