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
– –
-402
27
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-5,660
28
– –
-4,272
29
– –
-36,198
30
– –
-5,705
31
– –
-27,353
32
– –
-2,480
33
– –
-9,190
34
– –
-15,060
35
– –
-1,112
36
– –
-1,821
1
2