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HEARTWOOD WEALTH MANAGEMENT LTD

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LONDON X0
13F Summary
Heartwood Wealth Management LTD is based out of London. Whalewisdom has at least 4 13F filings

2016-12-31

Top Buys (13F)

Name % Change

2016-12-31

Top Sells (13F)

Name % Change

2016-12-31

13F Holdings Summary

2016-12-31

13F Activity

Market Value $0, Prior: $58.9m
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % %
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 quarters
Time Held Top 10 quarters
Time Held All quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2016-12-31

13F Sector Allocation Over Time

2016-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2016-12-31

Portfolio Performance