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
$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 4.93%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$7K ﹤0.01%
+89
752
$7K ﹤0.01%
+124
753
$7K ﹤0.01%
+119
754
$7K ﹤0.01%
+67
755
$7K ﹤0.01%
+250
756
$7K ﹤0.01%
+212
757
$7K ﹤0.01%
+121
758
$7K ﹤0.01%
+13
759
$7K ﹤0.01%
+735
760
$7K ﹤0.01%
+16
761
$7K ﹤0.01%
+500
762
$7K ﹤0.01%
+115
763
$7K ﹤0.01%
+234
764
$7K ﹤0.01%
+86
765
$7K ﹤0.01%
+202
766
$7K ﹤0.01%
+138
767
$7K ﹤0.01%
+76
768
$6K ﹤0.01%
+164
769
$6K ﹤0.01%
+40
770
$6K ﹤0.01%
+150
771
$6K ﹤0.01%
+300
772
$6K ﹤0.01%
+115
773
$6K ﹤0.01%
+134
774
$6K ﹤0.01%
+20
775
$6K ﹤0.01%
+166