HCWM
Hidden Cove Wealth Management Portfolio holdings
AUM
$138M
1 Year Est. Return
–
AUM
$138M
AUM Growth
+$11.6M
(+9.2%)
Holding
81
Top Buys
| 1 | +$2.81M | |
| 2 | +$2.75M | |
| 3 | +$1.94M | |
| 4 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$1.88M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$1.26M |
Top Sells
| 1 | +$3.76M | |
| 2 | +$3.2M | |
| 3 | +$2.93M | |
| 4 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$2.41M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.05M |
Sector Composition
| 1 | Technology | 14.61% |
| 2 | Consumer Discretionary | 2.64% |
| 3 | Financials | 1.82% |
| 4 | Utilities | 1.8% |
| 5 | Energy | 1.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Dimensional US Core Equity 2 ETF
DFAC
$38.3B
| – | – |
-9,525
|
|
||
77
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.66B
| – | – |
-10,764
|
|
||
78
Dimensional US Equity ETF
DFUS
$17.2B
| – | – |
-4,338
|
|
||
79
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.35B
| – | – |
-6,509
|
|
||
80
Johnson & Johnson
JNJ
$467B
| – | – |
-1,267
|
|
||
81
Progressive
PGR
$129B
| – | – |
-719
|
|