HWP

Heritage Wealth Partners Portfolio holdings

AUM $65.6M
1-Year Est. Return 16.69%
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$273K

Top Sells

1
+$7.26M
2
+$3.48M
3
+$2.75M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.84M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.64M

Sector Composition

1 Industrials 0.67%
2 Energy 0.48%
3 Healthcare 0.28%
4 Technology 0.23%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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-6,630
27
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-14,440
28
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-3,001
29
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-1,706
30
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-9,190
31
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-15,060
32
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-1,112
33
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-1,821
34
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-2,063
35
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-2,458
36
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-29,416
1
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