HWMO
Heritage Wealth Management (Ohio) Portfolio holdings
AUM
$309M
This Quarter Return
+0.33%
1 Year Return
+16.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$294M
AUM Growth
+$294M
(-2.3%)
Cap. Flow
-$4.43M
Cap. Flow
% of AUM
-1.51%
Top 10 Holdings %
Top 10 Hldgs %
33.48%
Holding
238
New
14
Increased
64
Reduced
103
Closed
10
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$697K |
| 2 |
Apple
AAPL
|
$611K |
| 3 |
Boeing
BA
|
$546K |
| 4 |
Eli Lilly
LLY
|
$540K |
| 5 |
US Bancorp
USB
|
$497K |
Sector Composition
| 1 | Technology | 19% |
| 2 | Financials | 15.63% |
| 3 | Consumer Staples | 14.22% |
| 4 | Healthcare | 11.07% |
| 5 | Industrials | 8.47% |
