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
$104M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$902K
2 +$403K
3 +$333K
4
CVX icon
Chevron
CVX
+$233K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$208K

Sector Composition

1 Energy 3.12%
2 Financials 0.85%
3 Technology 0.72%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-7,988
27
-1,297
28
-1,255