HWMC
Heritage Wealth Management (California) Portfolio holdings
AUM
$132M
This Quarter Return
+7.05%
1 Year Return
+14.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$92.8M
AUM Growth
–
Cap. Flow
+$92.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.97%
Holding
81
New
81
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Avantis US Large Cap Value ETF
AVLV
|
$10.5M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$7.74M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$5.56M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$5.35M |
| 5 |
Apple
AAPL
|
$4.98M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.82% |
| 2 | Consumer Discretionary | 3.76% |
| 3 | Healthcare | 2.72% |
| 4 | Communication Services | 1.76% |
| 5 | Consumer Staples | 1.35% |
