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
$178M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$9.48M
3 +$5.11M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.4M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.05M

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
601
$8K ﹤0.01%
+125
602
$8K ﹤0.01%
+500
603
$7K ﹤0.01%
+165
604
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+29
605
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+162
606
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607
$7K ﹤0.01%
+150
608
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+156
609
$7K ﹤0.01%
+435
610
$7K ﹤0.01%
+23
611
$7K ﹤0.01%
+334
612
$7K ﹤0.01%
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613
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614
$7K ﹤0.01%
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615
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616
$7K ﹤0.01%
+31
617
$7K ﹤0.01%
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618
$7K ﹤0.01%
+124
619
$7K ﹤0.01%
+55
620
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+30
621
$6K ﹤0.01%
+361
622
$6K ﹤0.01%
+22
623
$6K ﹤0.01%
+14
624
$6K ﹤0.01%
+100
625
$6K ﹤0.01%
+37