HWMA
Heritage Wealth Management (Arizona) Portfolio holdings
AUM
$180M
This Quarter Return
+8.94%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
–
Cap. Flow
+$185M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.84%
Holding
168
New
168
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$16.8M |
| 2 |
iShares Russell 2500 ETF
SMMD
|
$12.6M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$9.14M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$9.11M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$6.96M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.1% |
| 2 | Healthcare | 8.11% |
| 3 | Industrials | 6.91% |
| 4 | Financials | 6.6% |
| 5 | Consumer Discretionary | 5.7% |
