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
$239M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$234K
2 +$117K
3 +$117K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$74.9K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$72.1K

Sector Composition

1 Financials 0.38%
2 Technology 0.21%
3 Energy 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$297K 0.12%
3,755
-910
27
$230K 0.1%
1,969
-1,000