HWM
HFG Wealth Management Portfolio holdings
AUM
$181M
1-Year Est. Return
12.75%
1 Year Est. Return
+12.75%
AUM
$181M
AUM Growth
-$2.59M
(-1.4%)
Holding
53
Top Buys
| 1 | +$9.13M | |
| 2 | +$1.37M | |
| 3 | +$420K | |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$254K |
| 5 |
Timothy Plan US Large/Mid Cap Core ETF
TPLC
|
+$227K |
Top Sells
| 1 | +$8.98M | |
| 2 | +$742K | |
| 3 | +$640K | |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$572K |
| 5 |
Innovator International Developed Power Buffer ETF January
IJAN
|
+$550K |
Sector Composition
| 1 | Energy | 2.31% |
| 2 | Technology | 1.66% |
| 3 | Real Estate | 0.37% |
| 4 | Consumer Discretionary | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$335M
| $227K | 0.13% |
+4,997
|
|
||
52
iShares Russell 1000 ETF
IWB
$46.8B
| $206K | 0.11% |
550
+1
|
|
||
53
Timothy Plan International ETF
TPIF
$203M
| – | – |
-5,995
|
|