HWM
Hassell Wealth Management Portfolio holdings
AUM
$299M
1-Year Est. Return
13.85%
This Fund
S&P 500
1 Year Est. Return
+13.85%
AUM
$299M
AUM Growth
+$10.8M
(+3.7%)
Holding
26
Top Buys
| 1 | +$1.36M | |
| 2 | +$666K | |
| 3 | +$547K | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$547K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$257K |
Top Sells
| 1 | +$2.04M | |
| 2 | +$664K | |
| 3 | +$481K | |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$344K |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$342K |
Sector Composition
| 1 | Financials | 0.53% |
| 2 | Technology | 0.18% |
| 3 | Energy | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Capital One
COF
$115B
| $236K | 0.08% |
986
|
|