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
751
$7K ﹤0.01%
+202
752
$7K ﹤0.01%
+138
753
$7K ﹤0.01%
+76
754
$7K ﹤0.01%
+210
755
$7K ﹤0.01%
+177
756
$7K ﹤0.01%
+230
757
$7K ﹤0.01%
+856
758
$7K ﹤0.01%
+451
759
$7K ﹤0.01%
+200
760
$7K ﹤0.01%
+735
761
$7K ﹤0.01%
+119
762
$7K ﹤0.01%
+67
763
$7K ﹤0.01%
+250
764
$7K ﹤0.01%
+212
765
$7K ﹤0.01%
+121
766
$7K ﹤0.01%
+16
767
$7K ﹤0.01%
+500
768
$7K ﹤0.01%
+115
769
$6K ﹤0.01%
+134
770
$6K ﹤0.01%
+20
771
$6K ﹤0.01%
+166
772
$6K ﹤0.01%
+86
773
$6K ﹤0.01%
+164
774
$6K ﹤0.01%
+58
775
$6K ﹤0.01%
+98