TH

Team Hewins Portfolio holdings

AUM $277M
1-Year Est. Return 10.63%
This Quarter Est. Return
1 Year Est. Return
+10.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$564K
3 +$469K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$268K
5
NFLX icon
Netflix
NFLX
+$245K

Top Sells

1 +$457K
2 +$109K
3 +$80.5K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$71.4K
5
VTV icon
Vanguard Value ETF
VTV
+$36.5K

Sector Composition

1 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$245K 0.1%
+404
27
$234K 0.09%
2,280
28
$224K 0.09%
5,366
+67