HWP
Heritage Wealth Partners Portfolio holdings
AUM
$65.6M
This Quarter Return
+7.99%
1 Year Return
+16.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$49M
AUM Growth
+$49M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
62.68%
Holding
44
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.07% |
| 2 | Communication Services | 6.24% |
| 3 | Consumer Discretionary | 5.02% |
| 4 | Financials | 4.66% |
| 5 | Healthcare | 3.55% |
