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
1001
$0 ﹤0.01%
+5
1002
$0 ﹤0.01%
+4
1003
$0 ﹤0.01%
+25
1004
$0 ﹤0.01%
+1
1005
0
1006
$0 ﹤0.01%
+10