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
$300M
AUM Growth
-$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,078
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.11M
3
+$742K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$704K
5
HYGH icon
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
+$547K

Top Sells

1
+$3.72M
2
+$2.17M
3
+$1.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.45M

Sector Composition

1 Technology 12.25%
2 Healthcare 6.35%
3 Financials 6.17%
4 Industrials 5.72%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$7.88K ﹤0.01%
31
702
$7.87K ﹤0.01%
305
+249
703
$7.86K ﹤0.01%
903
+452
704
$7.84K ﹤0.01%
60
705
$7.8K ﹤0.01%
+1,013
706
$7.79K ﹤0.01%
224
707
$7.76K ﹤0.01%
143
708
$7.75K ﹤0.01%
178
709
$7.73K ﹤0.01%
47
710
$7.65K ﹤0.01%
50
-12
711
$7.61K ﹤0.01%
800
712
$7.56K ﹤0.01%
+200
713
$7.47K ﹤0.01%
334
714
$7.4K ﹤0.01%
65
715
$7.39K ﹤0.01%
160
716
$7.25K ﹤0.01%
569
+35
717
$7.23K ﹤0.01%
170
718
$7.16K ﹤0.01%
+50
719
$7.01K ﹤0.01%
+250
720
$7K ﹤0.01%
4
721
$6.98K ﹤0.01%
117
+81
722
$6.96K ﹤0.01%
234
723
$6.92K ﹤0.01%
98
724
$6.81K ﹤0.01%
66
725
$6.81K ﹤0.01%
+200
27 28
29
30 31