HWMA

Heritage Wealth Management (Arizona) Portfolio holdings

AUM $180M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$9.48M
3 +$5.11M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.4M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.51%
2 Financials 6.46%
3 Consumer Discretionary 5.84%
4 Healthcare 5.63%
5 Industrials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$58K 0.03%
+589
352
$58K 0.03%
+668
353
$58K 0.03%
+950
354
$58K 0.03%
+409
355
$58K 0.03%
+640
356
$57K 0.03%
+423
357
$57K 0.03%
+570
358
$56K 0.03%
+1,092
359
$56K 0.03%
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360
$56K 0.03%
+340
361
$55K 0.03%
+738
362
$55K 0.03%
+1,245
363
$55K 0.03%
+2,355
364
$54K 0.03%
+446
365
$54K 0.03%
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366
$54K 0.03%
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367
$52K 0.03%
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368
$52K 0.03%
+212
369
$52K 0.03%
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370
$52K 0.03%
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371
$51K 0.03%
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372
$51K 0.03%
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373
$50K 0.03%
+744
374
$50K 0.03%
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375
$49K 0.03%
+313