HWM

Hassell Wealth Management Portfolio holdings

AUM $288M
1-Year Est. Return 9.8%
This Quarter Est. Return
1 Year Est. Return
+9.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.13M
3
+$787K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$773K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$764K

Top Sells

1
+$208K
2
+$7.96K

Sector Composition

1 Financials 0.54%
2 Technology 0.17%
3 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COF icon
26
Capital One
COF
$146B
$210K 0.07%
986
+3
1
2