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
$168M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$872K
3 +$667K
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$652K
5
AAPL icon
Apple
AAPL
+$618K

Top Sells

1 +$397K
2 +$292K
3 +$50.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.8K

Sector Composition

1 Technology 5.05%
2 Consumer Discretionary 1.1%
3 Communication Services 0.75%
4 Financials 0.74%
5 Industrials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,484
52
-2,790