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
$113M
AUM Growth
+$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$1.02M
3 +$763K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$361K
5
AAPL icon
Apple
AAPL
+$361K

Top Sells

1 +$356K
2 +$152K
3 +$117K
4
XOM icon
Exxon Mobil
XOM
+$111K
5
SPGI icon
S&P Global
SPGI
+$57.3K

Sector Composition

1 Energy 3.1%
2 Technology 1.37%
3 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3,541