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
426
$35K 0.02%
+1,875
427
$35K 0.02%
+52
428
$35K 0.02%
+501
429
$35K 0.02%
+277
430
$34K 0.02%
+745
431
$34K 0.02%
+325
432
$33K 0.02%
+169
433
$33K 0.02%
+1,170
434
$33K 0.02%
+343
435
$33K 0.02%
+155
436
$32K 0.02%
+1,712
437
$32K 0.02%
+260
438
$31K 0.02%
+125
439
$31K 0.02%
+799
440
$31K 0.02%
+1,797
441
$31K 0.02%
+165
442
$31K 0.02%
+471
443
$30K 0.02%
+660
444
$30K 0.02%
+1,866
445
$29K 0.02%
+340
446
$29K 0.02%
+362
447
$29K 0.02%
+64
448
$29K 0.02%
+254
449
$29K 0.02%
+774
450
$29K 0.02%
+611