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
$155M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$229K
2
+$191K
3
+$156K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$131K
5
NVDA icon
NVIDIA
NVDA
+$89.7K

Top Sells

1
+$78.6K
2
+$56.4K
3
+$35K
4
VT icon
Vanguard Total World Stock ETF
VT
+$31.5K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$25.3K

Sector Composition

1 Technology 4.13%
2 Financials 0.61%
3 Industrials 0.54%
4 Consumer Discretionary 0.33%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$393K 0.25%
8,590
+67
27
$375K 0.24%
423
28
$355K 0.23%
618
-3
29
$350K 0.23%
4,485
30
$336K 0.22%
729
31
$330K 0.21%
572
+3
32
$319K 0.21%
5,619
+15
33
$318K 0.21%
1,538
+10
34
$309K 0.2%
2,636
-481
35
$292K 0.19%
2,790
+16
36
$280K 0.18%
1,071
+53
37
$266K 0.17%
300
38
$250K 0.16%
1,947
-51
39
$236K 0.15%
4,682
-501
40
$229K 0.15%
+2,351
41
$213K 0.14%
3,779
+13
42
$202K 0.13%
1,219
43
$62K 0.04%
11,063
44
– –
-10,387
1
2