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
$178M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$9.48M
3 +$5.11M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.4M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.51%
2 Financials 6.46%
3 Consumer Discretionary 5.84%
4 Healthcare 5.63%
5 Industrials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$145K 0.08%
+1,211
202
$145K 0.08%
+3,794
203
$145K 0.08%
+2,497
204
$144K 0.08%
+1,673
205
$142K 0.08%
+3,970
206
$141K 0.08%
+1,502
207
$141K 0.08%
+123
208
$137K 0.08%
+3,176
209
$136K 0.08%
+1,489
210
$136K 0.08%
+795
211
$132K 0.07%
+5,832
212
$131K 0.07%
+941
213
$130K 0.07%
+922
214
$130K 0.07%
+81
215
$130K 0.07%
+3,678
216
$129K 0.07%
+709
217
$129K 0.07%
+996
218
$127K 0.07%
+452
219
$126K 0.07%
+1,933
220
$126K 0.07%
+3,317
221
$124K 0.07%
+1,989
222
$122K 0.07%
+1,268
223
$122K 0.07%
+340
224
$121K 0.07%
+662
225
$120K 0.07%
+3,124