HWA
HMV Wealth Advisors Portfolio holdings
AUM
$182M
1-Year Est. Return
16.18%
1 Year Est. Return
+16.18%
AUM
$182M
AUM Growth
+$29.3M
(+19%)
Holding
84
Top Buys
| 1 | +$4.99M | |
| 2 | +$2.57M | |
| 3 | +$2.32M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$2.29M |
| 5 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
+$1.77M |
Top Sells
| 1 | +$1.28M | |
| 2 | +$484K | |
| 3 | +$308K | |
| 4 |
Costco
COST
|
+$211K |
| 5 |
IBM
IBM
|
+$205K |
Sector Composition
| 1 | Technology | 4.49% |
| 2 | Financials | 3.08% |
| 3 | Communication Services | 1.39% |
| 4 | Consumer Discretionary | 1.28% |
| 5 | Healthcare | 1.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
AT&T
T
$187B
| $243K | 0.13% |
8,598
-17,127
|
|
||
77
UnitedHealth
UNH
$330B
| $242K | 0.13% |
700
|
|
||
78
Schwab US Dividend Equity ETF
SCHD
$70.6B
| $237K | 0.13% |
8,677
|
|
||
79
Johnson & Johnson
JNJ
$467B
| $232K | 0.13% |
+1,249
|
|
||
80
Dimensional Global Real Estate ETF
DFGR
$2.79B
| $215K | 0.12% |
+7,875
|
|
||
81
Exxon Mobil
XOM
$480B
| $204K | 0.11% |
+1,805
|
|
||
|
82
IBM
IBM
$264B
| – | – |
-696
|
|
||
83
Fiserv
FI
$67.5B
| – | – |
-1,182
|
|
||
|
84
Costco
COST
$415B
| – | – |
-213
|
|