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
$370M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.6%
2 Healthcare 5.75%
3 Financials 5.53%
4 Industrials 5.01%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$79K 0.02%
+2,167
402
$79K 0.02%
+1,094
403
$79K 0.02%
+447
404
$79K 0.02%
+586
405
$78K 0.02%
+759
406
$76K 0.02%
+1,499
407
$76K 0.02%
+503
408
$76K 0.02%
+288
409
$76K 0.02%
+463
410
$75K 0.02%
+987
411
$74K 0.02%
+1,022
412
$74K 0.02%
+2,362
413
$73K 0.02%
+886
414
$72K 0.02%
+318
415
$72K 0.02%
+152
416
$72K 0.02%
+2,349
417
$71K 0.02%
+93
418
$70K 0.02%
+2,946
419
$69K 0.02%
+1,840
420
$69K 0.02%
+1,734
421
$69K 0.02%
+791
422
$68K 0.02%
+2,800
423
$68K 0.02%
+817
424
$68K 0.02%
+504
425
$68K 0.02%
+273