HWA
Heritage Wealth Advisors Portfolio holdings
AUM $1.97B
AUM
$1.97B
AUM Growth
-$42.8M (-2%)
Cap. Flow
-$39.3M
Cap. Flow % of AUM
-1.99%
Top 10 Holdings %Top 10 Hldgs %
50.8%
Holding
678
New
39
Increased
58
Reduced
206
Closed
87
Top Buys
| 1 | $36.1M | |
| 2 | $15.2M | |
| 3 | $2.74M | |
| 4 | $2.61M | |
| 5 | $2.49M |
Top Sells
| 1 | $59M | |
| 2 | $44.7M | |
| 3 | $3.05M | |
| 4 | $2.15M | |
| 5 | $801K |
Sector Composition
| 1 | Financials | 14.13% |
| 2 | Technology | 10.01% |
| 3 | Healthcare | 6.03% |
| 4 | Consumer Staples | 5.84% |
| 5 | Industrials | 5.74% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $90.3K | 0% | 4,860 +200 | +4% | +$3.72K | |||
| $89.2K | 0% | 1,050 -14 | -1% | -$1.19K | |||
| $88.4K | 0% | 357 | – | – | |||
| $86.1K | 0% | 2,548 | – | – | |||
| $85.2K | 0% | 3,000 | – | – | |||
| $85K | 0% | 125 | – | – | |||
| $82.7K | 0% | 373 -415 | -53% | -$92K | |||
| $82.2K | 0% | 337 -57 | -14% | -$13.9K | |||
| $81.4K | 0% | 11,480 | – | – | |||
| $81.1K | 0% | 313 -44 | -12% | -$11.4K | |||
| $79.8K | 0% | 3,005 | – | – | |||
| $76.7K | 0% | 381 -37 | -9% | -$7.45K | |||
| $75.8K | 0% | 1,611 -40 | -2% | -$1.88K | |||
| $75.2K | 0% | 1,067 | – | – | |||
| $74K | 0% | 500 -12 | -2% | -$1.78K | |||
| $73.6K | 0% | 1,040 | – | – | |||
| $73.2K | 0% | 555 | – | – | |||
| $73.1K | 0% | 850 -723 | -46% | -$62.2K | |||
| $72.9K | 0% | 1,050 -800 | -43% | -$55.6K | |||
| $72.5K | 0% | 317 -90 | -22% | -$20.6K | |||
| $70.6K | 0% | 522 | – | – | |||
| $68.3K | 0% | 581 | – | – | |||
| $68.2K | 0% | 1,600 | – | – | |||
| $68.2K | 0% | 1,104 | – | – | |||
| $67.6K | 0% | 600 | – | – |
