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%
+119
752
$7K ﹤0.01%
+67
753
$7K ﹤0.01%
+250
754
$7K ﹤0.01%
+212
755
$7K ﹤0.01%
+121
756
$7K ﹤0.01%
+16
757
$7K ﹤0.01%
+500
758
$7K ﹤0.01%
+115
759
$7K ﹤0.01%
+202
760
$7K ﹤0.01%
+138
761
$7K ﹤0.01%
+76
762
$7K ﹤0.01%
+210
763
$7K ﹤0.01%
+177
764
$7K ﹤0.01%
+234
765
$7K ﹤0.01%
+89
766
$7K ﹤0.01%
+124
767
$7K ﹤0.01%
+13
768
$7K ﹤0.01%
+86
769
$6K ﹤0.01%
+40
770
$6K ﹤0.01%
+164
771
$6K ﹤0.01%
+28
772
$6K ﹤0.01%
+150
773
$6K ﹤0.01%
+300
774
$6K ﹤0.01%
+115
775
$6K ﹤0.01%
+37