HWM
Hassell Wealth Management Portfolio holdings
AUM
$299M
1-Year Est. Return
13.85%
This Fund
S&P 500
1 Year Est. Return
+13.85%
AUM
$288M
AUM Growth
+$14.6M
(+5.3%)
Holding
26
Top Buys
| 1 | +$1.24M | |
| 2 | +$1.13M | |
| 3 | +$787K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$773K |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$764K |
Sector Composition
| 1 | Financials | 0.54% |
| 2 | Technology | 0.17% |
| 3 | Energy | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Capital One
COF
$137B
| $210K | 0.07% |
986
+3
|
|