HWP
Heritage Wealth Partners Portfolio holdings
AUM
$65.6M
This Quarter Return
+2.23%
1 Year Return
+16.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
+$170M
(+34%)
Cap. Flow
+$40.5M
Cap. Flow
% of AUM
23.88%
Top 10 Holdings %
Top 10 Hldgs %
46.44%
Holding
83
New
30
Increased
8
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$8.26M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.1M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.07M |
| 4 |
Apple
AAPL
|
$2.41M |
| 5 |
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% |
