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%
+409
578
$22K 0.01%
+350
579
$22K 0.01%
+558
580
$22K 0.01%
+565
581
$22K 0.01%
+465
582
$22K 0.01%
+352
583
$21K 0.01%
+700
584
$21K 0.01%
+295
585
$21K 0.01%
+1,174
586
$21K 0.01%
+242
587
$21K 0.01%
+50
588
$21K 0.01%
+321
589
$21K 0.01%
+120
590
$21K 0.01%
+797
591
$21K 0.01%
+300
592
$21K 0.01%
+140
593
$21K 0.01%
+535
594
$21K 0.01%
+611
595
$21K 0.01%
+711
596
$21K 0.01%
+277
597
$20K 0.01%
+75
598
$20K 0.01%
+105
599
$20K 0.01%
+834
600
$20K 0.01%
+380