HWA

Heritage Wealth Advisors Portfolio holdings

AUM $2.11B
1-Year Est. Return 15.02%
This Quarter Est. Return
1 Year Est. Return
+15.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$901K
3
+$703K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$326K
5
AAPL icon
Apple
AAPL
+$297K

Top Sells

1
+$342K
2
+$290K
3
+$257K
4
ABT icon
Abbott
ABT
+$245K
5
BA icon
Boeing
BA
+$216K

Sector Composition

1 Consumer Staples 12.07%
2 Financials 7.59%
3 Industrials 4.97%
4 Energy 3.84%
5 Technology 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.5M 28.41%
193,209
+3,126
2
$15.3M 9.99%
532,710
+11,358
3
$11M 7.2%
137,069
+3,510
4
$6.12M 4%
66,852
-202
5
$4.85M 3.17%
71,659
-252
6
$4.78M 3.12%
5,283
+149
7
$4.63M 3.03%
94,676
-4,040
8
$4.14M 2.7%
83,530
+2,392
9
$3.76M 2.46%
41,654
+2,150
10
$3.37M 2.2%
118,508
-4,190
11
$2.9M 1.9%
12,971
+375
12
$2.4M 1.57%
22,959
+728
13
$1.99M 1.3%
12,192
+229
14
$1.86M 1.22%
64,180
+10,252
15
$1.67M 1.09%
14,509
+1,412
16
$1.52M 0.99%
+17,797
17
$1.43M 0.93%
13,711
+52
18
$1.4M 0.91%
31,496
+1
19
$1.32M 0.86%
21,288
+1,495
20
$1.3M 0.85%
11,366
+1,722
21
$1.27M 0.83%
23,061
+2,748
22
$1.24M 0.81%
16,219
-1,481
23
$1.24M 0.81%
22,646
-691
24
$1.23M 0.81%
11,230
+8,209
25
$1.23M 0.8%
14,612
+1,629
1
2 3 4