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
$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 4.93%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$22K 0.01%
+350
577
$22K 0.01%
+558
578
$22K 0.01%
+465
579
$22K 0.01%
+352
580
$22K 0.01%
+565
581
$22K 0.01%
+409
582
$21K 0.01%
+140
583
$21K 0.01%
+535
584
$21K 0.01%
+611
585
$21K 0.01%
+711
586
$21K 0.01%
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587
$21K 0.01%
+1,174
588
$21K 0.01%
+242
589
$21K 0.01%
+50
590
$21K 0.01%
+700
591
$21K 0.01%
+295
592
$21K 0.01%
+321
593
$21K 0.01%
+120
594
$21K 0.01%
+797
595
$21K 0.01%
+300
596
$20K 0.01%
+380
597
$20K 0.01%
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598
$20K 0.01%
+350
599
$20K 0.01%
+542
600
$20K 0.01%
+300