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
$110M
AUM Growth
-$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$374K
2 +$246K
3 +$235K
4
MSFT icon
Microsoft
MSFT
+$217K
5
PSX icon
Phillips 66
PSX
+$204K

Top Sells

1 +$685K
2 +$286K
3 +$207K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$65.8K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$40.6K

Sector Composition

1 Energy 3.9%
2 Technology 1.67%
3 Financials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$204K 0.19%
+1,700
27
-9,638
28
-31,978