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 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
76
$217K 0.22%
+4,947
77
$206K 0.21%
+3,866
78
$116K 0.12%
+10,095