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
401
$42K 0.02%
+30,083
402
$42K 0.02%
+949
403
$41K 0.02%
+527
404
$41K 0.02%
+230
405
$41K 0.02%
+481
406
$41K 0.02%
+260
407
$41K 0.02%
+1,308
408
$41K 0.02%
+723
409
$40K 0.02%
+501
410
$40K 0.02%
+408
411
$40K 0.02%
+844
412
$40K 0.02%
+186
413
$39K 0.02%
+552
414
$39K 0.02%
+1,430
415
$39K 0.02%
+2,630
416
$38K 0.02%
+331
417
$38K 0.02%
+524
418
$38K 0.02%
+198
419
$37K 0.02%
+245
420
$37K 0.02%
+684
421
$37K 0.02%
+150
422
$37K 0.02%
+670
423
$37K 0.02%
+1,153
424
$36K 0.02%
+275
425
$36K 0.02%
+718