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
$170M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$3.1M
3
+$3.07M
4
AAPL icon
Apple
AAPL
+$2.41M
5
MSFT icon
Microsoft
MSFT
+$2.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.47%
2 Communication Services 1.07%
3 Financials 1.07%
4 Healthcare 1%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$384K 0.23%
+2,642
27
$345K 0.2%
+1,317
28
$325K 0.19%
+4,963
29
$307K 0.18%
+1,763
30
$257K 0.15%
+1,631
31
$256K 0.15%
+4,900
32
$252K 0.15%
526
+30
33
$245K 0.14%
+1,819
34
$244K 0.14%
+1,153
35
$239K 0.14%
+15,002
36
$232K 0.14%
+2,015
37
$223K 0.13%
+415
38
$205K 0.12%
+505
39
$203K 0.12%
+1,782
1
2