HWA

Heritage Wealth Architects Portfolio holdings

AUM $162M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$15.2M
3
+$13.7M
4
RUNN icon
Strategic Trust Running Oak Efficient Growth ETF
RUNN
+$8.42M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.18M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.94%
2 Technology 0.44%
3 Industrials 0.27%
4 Utilities 0.24%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$294K 0.29%
+1,577
27
$282K 0.27%
+1,919
28
$261K 0.25%
+1,373
29
$249K 0.24%
+3,516
30
$229K 0.22%
+8,386
31
$226K 0.22%
+9,429
32
$220K 0.21%
+420
33
$207K 0.2%
+3,313
1
2