HWP
Heritage Wealth Partners Portfolio holdings
AUM $65.6M
AUM
$65.6M
AUM Growth
-$14.1M (-18%)
Cap. Flow
+$722K
Cap. Flow % of AUM
1.1%
Top 10 Holdings %Top 10 Hldgs %
57.38%
Holding
78
New
11
Increased
14
Reduced
36
Closed
13
Top Buys
1 | $5.78M | |
2 | $2.64M | |
3 | $1.57M | |
4 | $1.33M | |
5 | $1.28M |
Top Sells
1 | $2.87M | |
2 | $2.75M | |
3 | $1.68M | |
4 | $825K | |
5 | $821K |
Sector Composition
1 | Technology | 14.86% |
2 | Financials | 9.41% |
3 | Communication Services | 5.63% |
4 | Consumer Discretionary | 3.6% |
5 | Healthcare | 2.08% |