HWM

HRC Wealth Management Portfolio holdings

AUM $205M
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$42.2M
2 +$26.8M
3 +$21.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.02M
5
AAPL icon
Apple
AAPL
+$4.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.03%
2 Industrials 1.2%
3 Consumer Discretionary 0.38%
4 Financials 0.32%
5 Energy 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$213K 0.18%
+1,906
27
$82.3K 0.07%
+11,063