HWA

HMV Wealth Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 16.18%
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$5.53M
3
+$5.34M
4
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$4.48M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$4.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.53%
2 Financials 5.95%
3 Consumer Discretionary 4.81%
4 Communication Services 4.09%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 1.3%
+2,471
27
$1.3M 1.3%
+6,866
28
$1.27M 1.27%
+47,830
29
$1.24M 1.24%
+1,604
30
$939K 0.94%
+1,857
31
$869K 0.87%
+4,228
32
$860K 0.86%
+9,325
33
$841K 0.84%
+2,335
34
$832K 0.83%
+5,967
35
$817K 0.82%
+2,323
36
$815K 0.82%
+11,282
37
$767K 0.77%
+22,700
38
$745K 0.75%
+1,434
39
$737K 0.74%
+11,425
40
$681K 0.68%
+11,507
41
$659K 0.66%
+26,100
42
$640K 0.64%
+2,762
43
$628K 0.63%
+8,491
44
$608K 0.61%
+5,372
45
$603K 0.6%
+3,216
46
$599K 0.6%
+1,322
47
$592K 0.59%
+22,712
48
$586K 0.59%
+25,725
49
$582K 0.58%
+2,551
50
$557K 0.56%
+10,655
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