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
$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 5.01%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$23K 0.01%
+300
577
$22K 0.01%
+350
578
$22K 0.01%
+558
579
$22K 0.01%
+565
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$22K 0.01%
+409
581
$22K 0.01%
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$22K 0.01%
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583
$21K 0.01%
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584
$21K 0.01%
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585
$21K 0.01%
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586
$21K 0.01%
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587
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588
$21K 0.01%
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589
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590
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591
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592
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593
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594
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595
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$21K 0.01%
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597
$20K 0.01%
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$20K 0.01%
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599
$20K 0.01%
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$20K 0.01%
+542