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
$370M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.6%
2 Healthcare 5.75%
3 Financials 5.53%
4 Industrials 5.01%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$9K ﹤0.01%
+396
727
$9K ﹤0.01%
+80
728
$9K ﹤0.01%
+101
729
$9K ﹤0.01%
+194
730
$9K ﹤0.01%
+185
731
$9K ﹤0.01%
+4
732
$9K ﹤0.01%
+36
733
$8K ﹤0.01%
+114
734
$8K ﹤0.01%
+165
735
$8K ﹤0.01%
+160
736
$8K ﹤0.01%
+63
737
$8K ﹤0.01%
+33
738
$8K ﹤0.01%
+55
739
$8K ﹤0.01%
+31
740
$8K ﹤0.01%
+23
741
$8K ﹤0.01%
+400
742
$8K ﹤0.01%
+145
743
$8K ﹤0.01%
+65
744
$8K ﹤0.01%
+66
745
$8K ﹤0.01%
+98
746
$7K ﹤0.01%
+230
747
$7K ﹤0.01%
+856
748
$7K ﹤0.01%
+451
749
$7K ﹤0.01%
+200
750
$7K ﹤0.01%
+735