HWM

HFG Wealth Management Portfolio holdings

AUM $184M
1-Year Est. Return 10.63%
This Quarter Est. Return
1 Year Est. Return
+10.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$102M
2 +$32.6M
3 +$26.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$25.4M
5
AAPL icon
Apple
AAPL
+$18.5M

Top Sells

No sells this quarter

Sector Composition

1 Energy 10.22%
2 Technology 4.53%
3 Consumer Discretionary 0.88%
4 Real Estate 0.2%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$349K 0.09%
+8,450
52
$302K 0.07%
+11,814
53
$282K 0.07%
+1,076
54
$229K 0.06%
+7,312
55
$206K 0.05%
+6,044
56
$14.8K ﹤0.01%
+15,589
57
$6.94K ﹤0.01%
+178
58
$6.17K ﹤0.01%
+69