HWM
Hassell Wealth Management Portfolio holdings
AUM $234M
AUM
$234M
AUM Growth
-$13.8M (-6%)
Cap. Flow
+$2.38M
Cap. Flow % of AUM
1.01%
Top 10 Holdings %Top 10 Hldgs %
87.05%
Holding
26
New
–
Increased
14
Reduced
10
Closed
1
Top Buys
| 1 | $1.72M | |
| 2 | $1.46M | |
| 3 | $1.4M | |
| 4 | $1.19M | |
| 5 | $938K |
Top Sells
| 1 | $2.67M | |
| 2 | $1.35M | |
| 3 | $1.21M | |
| 4 | $809K | |
| 5 | $209K |
Sector Composition
| 1 | Financials | 0.43% |
| 2 | Technology | 0.19% |
| 3 | Energy | 0.09% |
| 4 | Healthcare | 0% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -2,137 | Closed | – |
