HWM
HFG Wealth Management Portfolio holdings
AUM
$182M
1-Year Est. Return
14.4%
This Fund
S&P 500
1 Year Est. Return
+14.4%
AUM
$182M
AUM Growth
+$329K
(+0.18%)
Holding
53
Top Buys
| 1 | +$4.06M | |
| 2 | +$1.15M | |
| 3 | +$295K | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$246K |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$246K |
Top Sells
| 1 | +$2.65M | |
| 2 | +$797K | |
| 3 | +$545K | |
| 4 |
Innovator International Developed Power Buffer ETF April
IAPR
|
+$348K |
| 5 |
FT Vest US Equity Moderate Buffer ETF October
GOCT
|
+$292K |
Sector Composition
| 1 | Energy | 1.55% |
| 2 | Technology | 1.55% |
| 3 | Real Estate | 0.37% |
| 4 | Consumer Discretionary | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$313M
| – | – |
-4,997
|
|
||
52
Tesla
TSLA
$1.59T
| – | – |
-507
|
|
||
53
iShares Russell 1000 ETF
IWB
$49.1B
| – | – |
-550
|
|