HWMG
Harbour Wealth Management Group Portfolio holdings
AUM
$133M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$133M
AUM Growth
+$4.95M
(+3.9%)
Holding
104
Top Buys
| 1 | +$4.17M | |
| 2 | +$2.48M | |
| 3 | +$1.4M | |
| 4 |
DoorDash
DASH
|
+$799K |
| 5 |
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
|
+$786K |
Top Sells
| 1 | +$3.5M | |
| 2 | +$1.84M | |
| 3 | +$1.45M | |
| 4 |
iShares Gold Trust
IAU
|
+$1.11M |
| 5 |
Intel
INTC
|
+$988K |
Sector Composition
| 1 | Technology | 11.39% |
| 2 | Financials | 4.66% |
| 3 | Healthcare | 4.08% |
| 4 | Consumer Staples | 3.88% |
| 5 | Industrials | 3.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Palantir
PLTR
$318B
| – | – |
-1,327
|
|
||
102
UnitedHealth
UNH
$349B
| – | – |
-2,044
|
|
||
103
State Street SPDR FactSet Innovative Technology ETF
XITK
$68.4M
| – | – |
-19,636
|
|
||
|
BITW
104
Bitwise 10 Crypto Index ETF
BITW
$716M
| – | – |
-7,370
|
|