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HWM
HRC Wealth Management Portfolio holdings
AUM
$212M
1-Year Est. Return
17.37%
This Fund
S&P 500
1 Year Est. Return
+17.37%
AUM
$212M
AUM Growth
+$2.87M
(+1.4%)
Holding
60
Top Buys
| 1 | +$8.47M | |
| 2 | +$667K | |
| 3 | +$594K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$583K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$466K |
Top Sells
| 1 | +$222K | |
| 2 | +$211K | |
| 3 | +$118K | |
| 4 |
Grayscale Bitcoin Trust
GBTC
|
+$85.2K |
| 5 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$57.6K |
Sector Composition
| 1 | Technology | 4.4% |
| 2 | Financials | 1.87% |
| 3 | Communication Services | 0.85% |
| 4 | Consumer Discretionary | 0.83% |
| 5 | Industrials | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Meta Platforms (Facebook)
META
$1.51T
| $263K | 0.12% |
460
+8
|
|
||
52
JPMorgan Equity Premium Income ETF
JEPI
$44.6B
| $263K | 0.12% |
4,631
+1,072
|
|
||
53
Verizon
VZ
$197B
| $252K | 0.12% |
5,011
+13
|
|
||
54
Vanguard Value ETF
VTV
$184B
| $241K | 0.11% |
+1,229
|
|
||
55
Starbucks
SBUX
$116B
| $236K | 0.11% |
2,639
|
|
||
56
Capital Group Growth ETF
CGGR
$24.2B
| $233K | 0.11% |
+5,809
|
|
||
57
Enterprise Products Partners
EPD
$79B
| $232K | 0.11% |
+6,123
|
|
||
58
Vanguard Total Bond Market
BND
$157B
| $213K | 0.1% |
2,892
-156
|
|
||
|
BRSP
59
BrightSpire Capital
BRSP
$728M
| $115K | 0.05% |
20,476
|
|
||
60
iShares S&P 500 Growth ETF
IVW
$75.2B
| – | – |
-1,714
|
|