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
$223M
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$183K
2 +$30.4K
3 +$27.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.17K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.21K

Sector Composition

1 Financials 0.39%
2 Technology 0.22%
3 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$370K 0.17%
4,665
-91
27
$351K 0.16%
2,969