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
176
$332K 0.09%
+6,310
177
$324K 0.09%
+1,508
178
$323K 0.09%
+3,330
179
$320K 0.09%
+12,648
180
$320K 0.09%
+6,456
181
$319K 0.09%
+5,407
182
$314K 0.08%
+3,304
183
$311K 0.08%
+2,831
184
$307K 0.08%
+8,071
185
$307K 0.08%
+3,446
186
$306K 0.08%
+2,305
187
$306K 0.08%
+11,017
188
$306K 0.08%
+10,096
189
$304K 0.08%
+3,231
190
$302K 0.08%
+1,172
191
$301K 0.08%
+1,749
192
$301K 0.08%
+1,045
193
$301K 0.08%
+1,818
194
$296K 0.08%
+585
195
$296K 0.08%
+1,500
196
$295K 0.08%
+10,280
197
$295K 0.08%
+1,868
198
$294K 0.08%
+2,222
199
$293K 0.08%
+536
200
$288K 0.08%
+6,322