HWM

Hassell Wealth Management Portfolio holdings

AUM $298M
1-Year Est. Return 14.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$202K
2 +$7.66K

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
$210K 0.07%
986
+3