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%
+565
577
$22K 0.01%
+409
578
$22K 0.01%
+558
579
$22K 0.01%
+465
580
$22K 0.01%
+352
581
$22K 0.01%
+350
582
$21K 0.01%
+140
583
$21K 0.01%
+535
584
$21K 0.01%
+1,174
585
$21K 0.01%
+242
586
$21K 0.01%
+700
587
$21K 0.01%
+295
588
$21K 0.01%
+321
589
$21K 0.01%
+120
590
$21K 0.01%
+797
591
$21K 0.01%
+711
592
$21K 0.01%
+554
593
$21K 0.01%
+50
594
$21K 0.01%
+300
595
$21K 0.01%
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596
$20K 0.01%
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597
$20K 0.01%
+834
598
$20K 0.01%
+380
599
$20K 0.01%
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600
$20K 0.01%
+542