HWA
HMV Wealth Advisors Portfolio holdings
AUM
$153M
This Quarter Return
+8.65%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$26.5M
(+21%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
10.89%
Top 10 Holdings %
Top 10 Hldgs %
55.51%
Holding
90
New
10
Increased
20
Reduced
30
Closed
11
Top Buys
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
$8.21M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$4.72M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$4.31M |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
$3.53M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.75M |
Top Sells
| 1 |
Dimensional US High Profitability ETF
DUHP
|
$2.72M |
| 2 |
Amazon
AMZN
|
$2.3M |
| 3 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
$1.87M |
| 4 |
Apple
AAPL
|
$1.17M |
| 5 |
NVIDIA
NVDA
|
$1.16M |
Sector Composition
| 1 | Technology | 6.01% |
| 2 | Financials | 3.47% |
| 3 | Communication Services | 2% |
| 4 | Healthcare | 1.35% |
| 5 | Consumer Discretionary | 1.27% |
