HWA
Heritage Wealth Architects Portfolio holdings
AUM
$136M
This Quarter Return
-1.5%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.39%
Holding
33
New
33
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$23.5M |
| 2 |
PGIM Total Return Bond ETF
PTRB
|
$15.2M |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$13.7M |
| 4 |
Strategic Trust Running Oak Efficient Growth ETF
RUNN
|
$8.42M |
| 5 |
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% |
