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
$700M
AUM Growth
+$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$25.8M
3
+$17.3M
4
XPEL icon
XPEL
XPEL
+$16.2M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$13.2M

Top Sells

1
+$1.07M
2
+$718K
3
+$262K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$258K
5
JJSF icon
J&J Snack Foods
JJSF
+$168K

Sector Composition

1 Technology 12.72%
2 Consumer Discretionary 8.1%
3 Healthcare 6.55%
4 Industrials 6.23%
5 Financials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$59.5K 0.01%
1,530
+765
477
$59.1K 0.01%
456
+211
478
$59.1K 0.01%
1,298
+212
479
$58.4K 0.01%
1,778
+1,100
480
$58.1K 0.01%
1,976
+988
481
$57.8K 0.01%
508
+159
482
$57.2K 0.01%
1,128
+564
483
$56.7K 0.01%
1,000
+500
484
$56.6K 0.01%
1,438
-40
485
$55.5K 0.01%
4,770
+2,561
486
$54.9K 0.01%
1,022
+511
487
$54.7K 0.01%
718
+359
488
$54.5K 0.01%
868
+408
489
$54.2K 0.01%
1,150
+563
490
$53.8K 0.01%
2,032
+924
491
$53.2K 0.01%
1,454
+727
492
$52.3K 0.01%
434
+284
493
$51.9K 0.01%
504
+315
494
$51.6K 0.01%
680
+363
495
$51.5K 0.01%
850
+425
496
$50.9K 0.01%
144
+72
497
$50.8K 0.01%
556
+386
498
$50.7K 0.01%
1,334
+743
499
$50.5K 0.01%
2,310
+1,155
500
$49.3K 0.01%
692
+346
18 19
20
21 22