HWM

HFG Wealth Management Portfolio holdings

AUM $184M
1-Year Est. Return 10.55%
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Sells

1 +$89.9M
2 +$33.7M
3 +$28.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$25.4M
5
BND icon
Vanguard Total Bond Market
BND
+$15.1M

Sector Composition

1 Energy 3.18%
2 Technology 0.97%
3 Real Estate 0.47%
4 Consumer Discretionary 0.18%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-204,969
52
-104,670
53
-56,014
54
-32,289
55
-11,814
56
-73,151
57
-58,837
58
-84,193
59
-16,115
60
-15,016