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HWM
Hassell Wealth Management Portfolio holdings
AUM
$298M
1-Year Est. Return
14.51%
This Fund
S&P 500
1 Year Est. Return
+14.51%
AUM
$298M
AUM Growth
-$1.01M
(-0.34%)
Holding
29
Top Buys
| 1 | +$2.58M | |
| 2 | +$1.74M | |
| 3 | +$1.42M | |
| 4 |
Dimensional International Core Fixed Income ETF
DFGX
|
+$875K |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$752K |
Top Sells
| 1 | +$1.08M | |
| 2 | +$236K | |
| 3 | +$147K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$120K |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$40.7K |
Sector Composition
| 1 | Financials | 0.42% |
| 2 | Technology | 0.18% |
| 3 | Energy | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Apple
AAPL
$4.28T
| $529K | 0.18% |
2,084
|
|
||
27
iShares Core S&P 500 ETF
IVV
$819B
| $426K | 0.14% |
652
+3
|
|
||
28
Exxon Mobil
XOM
$624B
| $335K | 0.11% |
1,974
|
|
||
29
Capital One
COF
$111B
| – | – |
-986
|
|