HWM
HRC Wealth Management Portfolio holdings
AUM
$205M
1-Year Est. Return
18.09%
1 Year Est. Return
+18.09%
AUM
$188M
AUM Growth
+$26.4M
(+16%)
Holding
54
Top Buys
| 1 | +$3.48M | |
| 2 | +$2.11M | |
| 3 | +$2.08M | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$1.64M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$211K |
Top Sells
| 1 | +$216K | |
| 2 | +$211K | |
| 3 | +$207K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$69.4K |
| 5 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$50.7K |
Sector Composition
| 1 | Technology | 4.34% |
| 2 | Financials | 1.53% |
| 3 | Consumer Discretionary | 0.91% |
| 4 | Communication Services | 0.69% |
| 5 | Industrials | 0.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BRSP
51
BrightSpire Capital
BRSP
$689M
| $104K | 0.06% |
20,565
|
|
||
52
Johnson & Johnson
JNJ
$464B
| – | – |
-1,273
|
|
||
53
Enterprise Products Partners
EPD
$66.5B
| – | – |
-6,068
|
|
||
54
Chevron
CVX
$311B
| – | – |
-1,292
|
|