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 | |
|---|---|---|---|---|---|---|---|
| $191K | 0.01% | 2,222 | – | – | |||
| $184K | 0.01% | 2,625 | – | – | |||
| $179K | 0.01% | 1,602 -52 | -3% | -$5.81K | |||
| $178K | 0.01% | 852 -22 | -3% | -$4.61K | |||
| $178K | 0.01% | 2,044 -8 | -0.4% | -$695 | |||
| $174K | 0.01% | 7,677 -567 | -7% | -$12.9K | |||
| $174K | 0.01% | 3,808 -32 | -0.8% | -$1.47K | |||
| $172K | 0.01% | 1,747 -23 | -1% | -$2.27K | |||
| $169K | 0.01% | 1,731 | – | – | |||
| $168K | 0.01% | 1,505 | – | – | |||
| $168K | 0.01% | 1,500 -58 | -4% | -$6.48K | |||
| $162K | 0.01% | 911 | – | – | |||
| $162K | 0.01% | 930 -550 | -37% | -$95.7K | |||
| $160K | 0.01% | 15,961 -317 | -2% | -$3.18K | |||
| $158K | 0.01% | 2,989 | – | – | |||
| $158K | 0.01% | 3,000 | – | – | |||
| $157K | 0.01% | 594 -32 | -5% | -$8.46K | |||
| $153K | 0.01% | 2,236 | – | – | |||
| $151K | 0.01% | 1,100 | – | – | |||
| $150K | 0.01% | 2,063 -66 | -3% | -$4.78K | |||
| $146K | 0.01% | 2,042 -50 | -2% | -$3.57K | |||
| $137K | 0.01% | 1,257 | – | – | |||
| $131K | 0.01% | 1,079 +44 | +4% | +$5.36K | |||
| $131K | 0.01% | 2,205 -610 | -22% | -$36.3K | |||
| $130K | 0.01% | 1,806 | – | – |
