HWMT

Heritage Wealth Management (Texas) Portfolio holdings

AUM $201M
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 3.65%
2 Industrials 0.91%
3 Financials 0.91%
4 Technology 0.69%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$233K 0.24%
+1,297
27
$208K 0.21%
+4,382