HWA
HMV Wealth Advisors Portfolio holdings
AUM
$200M
1-Year Est. Return
18.36%
This Fund
S&P 500
1 Year Est. Return
+18.36%
AUM
$200M
AUM Growth
+$18.1M
(+9.9%)
Holding
81
Top Buys
| 1 | +$3.2M | |
| 2 | +$2.1M | |
| 3 | +$1.73M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.6M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33M |
Top Sells
| 1 | +$745K | |
| 2 | +$243K | |
| 3 | +$175K | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$153K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$150K |
Sector Composition
| 1 | Technology | 3.79% |
| 2 | Financials | 2.83% |
| 3 | Healthcare | 1.21% |
| 4 | Consumer Discretionary | 1.08% |
| 5 | Communication Services | 1.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
| $252K | 0.13% |
2,681
|
|
||
77
Schwab US Dividend Equity ETF
SCHD
$84B
| $238K | 0.12% |
8,677
|
|
||
78
UnitedHealth
UNH
$260B
| $231K | 0.12% |
700
|
|
||
79
Dimensional Global Real Estate ETF
DFGR
$3.29B
| $208K | 0.1% |
7,875
|
|
||
80
Robinhood
HOOD
$69.4B
| $207K | 0.1% |
1,827
|
|
||
81
AT&T
T
$200B
| – | – |
-8,598
|
|