HWMA
Heritage Wealth Management (Arizona) Portfolio holdings
AUM
$180M
1 Year Est. Return
–
AUM
$196M
AUM Growth
+$11.8M
(+6.4%)
Holding
185
Top Buys
| 1 | +$1.62M | |
| 2 | +$1.48M | |
| 3 | +$1.06M | |
| 4 |
Home Depot
HD
|
+$888K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$721K |
Top Sells
| 1 | +$1.33M | |
| 2 | +$610K | |
| 3 | +$441K | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$427K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$413K |
Sector Composition
| 1 | Technology | 14.6% |
| 2 | Healthcare | 8.87% |
| 3 | Industrials | 6.72% |
| 4 | Financials | 6.67% |
| 5 | Consumer Discretionary | 6.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Gray Television
GTN
$467M
| $94.8K | 0.05% |
15,002
+90
|
|
||
177
Air Products & Chemicals
APD
$54B
| $58.5K | 0.03% |
19,345
+16,135
|
|
||
178
Coca-Cola Consolidated
COKE
$11.1B
| – | – |
-3,300
|
|
||
179
Diodes
DIOD
$2.48B
| – | – |
-2,491
|
|
||
180
Comfort Systems
FIX
$34.1B
| – | – |
-1,195
|
|
||
181
iShares Russell 1000 ETF
IWB
$45.9B
| – | – |
-1,150
|
|
||
182
LGI Homes
LGIH
$941M
| – | – |
-1,545
|
|
||
183
Northrop Grumman
NOC
$83.3B
| – | – |
-2,832
|
|
||
184
Power Integrations
POWI
$2.35B
| – | – |
-2,483
|
|
||
185
Vanguard Total World Stock ETF
VT
$55.2B
| – | – |
-2,322
|
|