HWM
HFG Wealth Management Portfolio holdings
AUM
$184M
1-Year Est. Return
10.63%
1 Year Est. Return
+10.63%
AUM
$164M
AUM Growth
-$1.14M
(-0.69%)
Holding
53
Top Buys
| 1 | +$854K | |
| 2 | +$554K | |
| 3 | +$372K | |
| 4 |
FT Vest US Equity Moderate Buffer ETF October
GOCT
|
+$277K |
| 5 |
TPMN
Timothy Plan Market Neutral ETF
TPMN
|
+$211K |
Top Sells
| 1 | +$730K | |
| 2 | +$272K | |
| 3 | +$240K | |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$231K |
| 5 |
Timothy Plan US Large/Mid Cap Core ETF
TPLC
|
+$204K |
Sector Composition
| 1 | Energy | 2.61% |
| 2 | Technology | 1.48% |
| 3 | Real Estate | 0.39% |
| 4 | Consumer Discretionary | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Innovator International Developed Power Buffer ETF July
IJUL
$235M
| – | – |
-9,823
|
|
||
|
52
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$319M
| – | – |
-4,773
|
|
||
53
Tesla
TSLA
$1.6T
| – | – |
-594
|
|