HWM
Hassell Wealth Management Portfolio holdings
AUM
$274M
1-Year Est. Return
9.99%
1 Year Est. Return
+9.99%
AUM
$234M
AUM Growth
-$13.8M
(-5.5%)
Holding
26
Top Buys
| 1 | +$1.72M | |
| 2 | +$1.46M | |
| 3 | +$1.4M | |
| 4 |
Dimensional US Small Cap Value ETF
DFSV
|
+$1.19M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$938K |
Top Sells
| 1 | +$2.67M | |
| 2 | +$1.35M | |
| 3 | +$1.21M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$809K |
| 5 |
Johnson & Johnson
JNJ
|
+$321K |
Sector Composition
| 1 | Financials | 0.43% |
| 2 | Technology | 0.19% |
| 3 | Energy | 0.09% |
| 4 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Johnson & Johnson
JNJ
$465B
| – | – |
-2,137
|
|