HCWM
Harrison & Co Wealth Management Portfolio holdings
AUM
$103M
This Quarter Return
-3.68%
1 Year Return
-9.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(-3.9%)
Cap. Flow
+$671K
Cap. Flow
% of AUM
0.59%
Top 10 Holdings %
Top 10 Hldgs %
40.08%
Holding
83
New
1
Increased
38
Reduced
38
Closed
5
Top Buys
Top Sells
| 1 |
XLNX
Xilinx Inc
XLNX
|
$971K |
| 2 |
Vanguard Materials ETF
VAW
|
$233K |
| 3 |
Fortinet
FTNT
|
$226K |
| 4 |
Vanguard Communication Services ETF
VOX
|
$87.3K |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
$86.6K |
Sector Composition
| 1 | Healthcare | 9.95% |
| 2 | Technology | 8.17% |
| 3 | Consumer Staples | 7.15% |
| 4 | Consumer Discretionary | 4.25% |
| 5 | Industrials | 2.4% |
