HWMA
Heritage Wealth Management (Arizona) Portfolio holdings
AUM
$180M
This Quarter Return
+5.76%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
–
Cap. Flow
+$178M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.05%
Holding
725
New
725
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 2500 ETF
SMMD
|
+$12.4M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$9.48M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$5.11M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$4.4M |
| 5 |
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% |
