HWA
Heritage Wealth Advisors Portfolio holdings
AUM
$2.11B
This Quarter Return
+7.06%
1 Year Return
+15.02%
3 Year Return
+47%
5 Year Return
+90.04%
10 Year Return
+150.72%
AUM
$79.4M
AUM Growth
–
Cap. Flow
+$79.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.35%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$14.9M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.9M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$8.91M |
| 4 |
Philip Morris
PM
|
$4.71M |
| 5 |
STLY
Stanley Furniture Co Inc
STLY
|
$2.53M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 14.34% |
| 2 | Consumer Staples | 14.15% |
| 3 | Consumer Discretionary | 3.9% |
| 4 | Financials | 3.56% |
| 5 | Industrials | 3.02% |
