HWP

Heritage Wealth Partners Portfolio holdings

AUM $65.6M
AUM
$65.6M
AUM Growth
-$14.1M
Cap. Flow
+$722K
Cap. Flow %
1.1%
Top 10 Hldgs %
57.38%
Holding
78
New
11
Increased
14
Reduced
36
Closed
13

Sector Composition

1Technology14.86%
2Financials9.41%
3Communication Services5.63%
4Consumer Discretionary3.6%
5Healthcare2.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-38,115
Closed