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
$700M
AUM Growth
+$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1 +$27.1M
2 +$25.8M
3 +$17.3M
4
XPEL icon
XPEL
XPEL
+$16.2M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$13.2M

Top Sells

1 +$1.07M
2 +$718K
3 +$262K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$258K
5
JJSF icon
J&J Snack Foods
JJSF
+$168K

Sector Composition

1 Technology 12.72%
2 Consumer Discretionary 8.1%
3 Healthcare 6.55%
4 Industrials 6.23%
5 Financials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$16.6K ﹤0.01%
412
+206
702
$16.6K ﹤0.01%
600
+300
703
$16.4K ﹤0.01%
327
+163
704
$16.3K ﹤0.01%
378
+268
705
$16.3K ﹤0.01%
68
+38
706
$16.3K ﹤0.01%
948
+86
707
$16.2K ﹤0.01%
370
+185
708
$16.2K ﹤0.01%
178
+89
709
$16.1K ﹤0.01%
668
+334
710
$16.1K ﹤0.01%
252
+164
711
$16.1K ﹤0.01%
+880
712
$16.1K ﹤0.01%
8
+4
713
$16K ﹤0.01%
340
+170
714
$16K ﹤0.01%
400
+200
715
$15.9K ﹤0.01%
330
+165
716
$15.9K ﹤0.01%
64
+49
717
$15.8K ﹤0.01%
370
+185
718
$15.4K ﹤0.01%
206
+124
719
$15.3K ﹤0.01%
116
+83
720
$15.2K ﹤0.01%
164
+138
721
$15.2K ﹤0.01%
564
+371
722
$15.1K ﹤0.01%
1,190
+21
723
$14.8K ﹤0.01%
94
+47
724
$14.6K ﹤0.01%
134
+67
725
$14.6K ﹤0.01%
354
+177