HWP
Heritage Wealth Partners Portfolio holdings
AUM
$65.6M
1-Year Est. Return
16.69%
This Fund
S&P 500
1 Year Est. Return
+16.69%
AUM
$65.6M
AUM Growth
-$14.1M
(-18%)
Holding
78
Top Buys
| 1 | +$5.31M | |
| 2 | +$2.73M | |
| 3 | +$1.49M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.43M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.27M |
Top Sells
| 1 | +$3.02M | |
| 2 | +$2.98M | |
| 3 | +$2.25M | |
| 4 |
Innovator US Equity Power Buffer ETF December
PDEC
|
+$2.05M |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$1.9M |
Sector Composition
| 1 | Technology | 14.86% |
| 2 | Financials | 9.41% |
| 3 | Communication Services | 5.63% |
| 4 | Consumer Discretionary | 3.6% |
| 5 | Healthcare | 2.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Invesco S&P 500 Top 50 ETF
XLG
$10.1B
| – | – |
-38,115
|
|