HWM

Hassell Wealth Management Portfolio holdings

AUM $274M
1-Year Est. Return 9.99%
This Quarter Est. Return
1 Year Est. Return
+9.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.63M
3
+$1.63M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.39M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.09M

Top Sells

1
+$612K
2
+$149K
3
+$147K
4
AAPL icon
Apple
AAPL
+$92.1K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$20.4K

Sector Composition

1 Financials 0.55%
2 Technology 0.14%
3 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COF icon
26
Capital One
COF
$135B
$216K 0.08%
+983
1
2