HWMA

Heritage Wealth Management (Arizona) Portfolio holdings

AUM $180M
This Fund
S&P 500
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 +$12.2M
2 +$9.41M
3 +$5.11M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.13M

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
501
$18K 0.01%
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502
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503
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505
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507
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508
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509
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510
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511
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512
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513
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514
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517
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519
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520
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523
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524
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525
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+60