HCWM
Harrison & Co Wealth Management Portfolio holdings
AUM
$103M
This Quarter Return
+9.57%
1 Year Return
-9.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.28%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Healthcare | 8.88% |
| 3 | Consumer Staples | 7.19% |
| 4 | Consumer Discretionary | 4.7% |
| 5 | Industrials | 2.22% |
