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
651
$5K ﹤0.01%
+25
652
$5K ﹤0.01%
+115
653
$5K ﹤0.01%
+229
654
$4K ﹤0.01%
+126
655
$4K ﹤0.01%
+54
656
$4K ﹤0.01%
+66
657
$4K ﹤0.01%
+104
658
$4K ﹤0.01%
+166
659
$4K ﹤0.01%
+51
660
$4K ﹤0.01%
+20
661
$4K ﹤0.01%
+10
662
$4K ﹤0.01%
+86
663
$4K ﹤0.01%
+130
664
$4K ﹤0.01%
+115
665
$4K ﹤0.01%
+81
666
$4K ﹤0.01%
+50
667
$4K ﹤0.01%
+38
668
$4K ﹤0.01%
+84
669
$4K ﹤0.01%
+55
670
$4K ﹤0.01%
+517
671
$4K ﹤0.01%
+374
672
$4K ﹤0.01%
+1,790
673
$4K ﹤0.01%
+129
674
$4K ﹤0.01%
+35
675
$4K ﹤0.01%
+94