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
$311M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,131
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$2.2M
3 +$1.94M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.64M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.02M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 9.24%
3 Healthcare 5.91%
4 Industrials 5.4%
5 Financials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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