HWA
HMV Wealth Advisors Portfolio holdings
AUM
$213M
1-Year Est. Return
23.07%
This Fund
S&P 500
1 Year Est. Return
+23.07%
AUM
$213M
AUM Growth
+$13M
(+6.5%)
Holding
85
Top Buys
| 1 | +$1.5M | |
| 2 | +$1.43M | |
| 3 | +$1.01M | |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$975K |
| 5 |
Avantis International Small Cap Value ETF
AVDV
|
+$741K |
Top Sells
| 1 | +$299K | |
| 2 | +$267K | |
| 3 | +$258K | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$242K |
| 5 |
UnitedHealth
UNH
|
+$231K |
Sector Composition
| 1 | Technology | 3.37% |
| 2 | Financials | 2.49% |
| 3 | Energy | 1.04% |
| 4 | Consumer Discretionary | 0.95% |
| 5 | Communication Services | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Schwab US Dividend Equity ETF
SCHD
$88.2B
| $248K | 0.12% |
8,077
-600
|
|
||
77
Tesla
TSLA
$1.42T
| $247K | 0.12% |
665
+55
|
|
||
78
Chevron
CVX
$371B
| $235K | 0.11% |
+1,138
|
|
||
79
VanEck Oil Services ETF
OIH
$2.22B
| $225K | 0.11% |
+556
|
|
||
80
Dimensional Global Real Estate ETF
DFGR
$3.46B
| $215K | 0.1% |
8,100
+225
|
|
||
81
Alphabet (Google) Class C
GOOG
$4.09T
| $209K | 0.1% |
+730
|
|
||
82
Accenture
ACN
$109B
| – | – |
-994
|
|
||
83
Robinhood
HOOD
$77.5B
| – | – |
-1,827
|
|
||
84
Johnson & Johnson
JNJ
$553B
| – | – |
-1,249
|
|
||
|
85
UnitedHealth
UNH
$322B
| – | – |
-700
|
|