HW
Hedeker Wealth Portfolio holdings
AUM
$429M
This Quarter Return
+4.33%
1 Year Return
+40.86%
3 Year Return
+101.32%
5 Year Return
+143.13%
10 Year Return
+320.21%
AUM
$121M
AUM Growth
+$121M
(+6,189%)
Cap. Flow
+$82.3M
Cap. Flow
% of AUM
67.83%
Top 10 Holdings %
Top 10 Hldgs %
25.7%
Holding
180
New
2
Increased
71
Reduced
2
Closed
81
Top Buys
| 1 |
Apple
AAPL
|
$3.56M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$3.51M |
| 3 |
KeyCorp
KEY
|
$3.15M |
| 4 |
Bank of America
BAC
|
$3.06M |
| 5 |
T Rowe Price
TROW
|
$2.62M |
Top Sells
| 1 |
AbbVie
ABBV
|
$29.6K |
| 2 |
Equity Residential
EQR
|
$25.2K |
| 3 |
BlackRock Debt Strategies Fund
DSU
|
$15.1K |
| 4 |
DFS
Discover Financial Services
DFS
|
$9.37K |
| 5 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
$6.68K |
Sector Composition
| 1 | Financials | 18.61% |
| 2 | Technology | 11.56% |
| 3 | Healthcare | 10.82% |
| 4 | Communication Services | 9.25% |
| 5 | Industrials | 8.86% |
