HWA
Heritage Wealth Architects Portfolio holdings
AUM
$162M
1 Year Est. Return
–
AUM
$136M
AUM Growth
+$32.9M
(+32%)
Holding
55
Top Buys
| 1 | +$8.15M | |
| 2 | +$5.79M | |
| 3 | +$3.7M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.57M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.24M |
Top Sells
| 1 | +$1.79M | |
| 2 | +$1.02M | |
| 3 | +$397K | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$345K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$294K |
Sector Composition
| 1 | Industrials | 1.1% |
| 2 | Technology | 0.89% |
| 3 | Consumer Discretionary | 0.77% |
| 4 | Real Estate | 0.2% |
| 5 | Utilities | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.65B
| $152K | 0.11% |
+12,723
|
|
||
|
52
Vanguard Small-Cap Value ETF
VBR
$31.5B
| – | – |
-1,577
|
|
||
53
UnitedHealth
UNH
$333B
| – | – |
-420
|
|
||
54
SPDR Portfolio Long Term Treasury ETF
SPTL
$12B
| – | – |
-8,386
|
|
||
55
Avantis US Small Cap Value ETF
AVUV
$18.3B
| – | – |
-20,506
|
|