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
$248M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$3.56M
2 +$705K
3 +$576K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$538K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$426K

Sector Composition

1 Financials 0.44%
2 Technology 0.21%
3 Healthcare 0.13%
4 Energy 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$213K 0.09%
1,969
27
-4,331
28
-3,755
29
-8,557