HWM
HRC Wealth Management Portfolio holdings
AUM
$209M
1-Year Est. Return
16.41%
This Fund
S&P 500
1 Year Est. Return
+16.41%
AUM
$205M
AUM Growth
+$17.5M
(+9.3%)
Holding
56
Top Buys
| 1 | +$522K | |
| 2 | +$416K | |
| 3 | +$246K | |
| 4 |
Johnson & Johnson
JNJ
|
+$233K |
| 5 |
Vanguard Growth ETF
VUG
|
+$222K |
Top Sells
| 1 | +$234K | |
| 2 | +$35.1K | |
| 3 | +$23K | |
| 4 |
Starbucks
SBUX
|
+$22.2K |
| 5 |
American Healthcare REIT
AHR
|
+$7.44K |
Sector Composition
| 1 | Technology | 4.76% |
| 2 | Financials | 1.46% |
| 3 | Consumer Discretionary | 0.95% |
| 4 | Communication Services | 0.78% |
| 5 | Industrials | 0.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walmart Inc
WMT
$936B
| $218K | 0.11% |
2,115
-1
|
|
||
52
iShares S&P 500 Growth ETF
IVW
$67B
| $207K | 0.1% |
+1,714
|
|
||
53
Vanguard Total Bond Market
BND
$147B
| $201K | 0.1% |
+2,705
|
|
||
54
Chevron
CVX
$342B
| $201K | 0.1% |
+1,294
|
|
||
|
BRSP
55
BrightSpire Capital
BRSP
$797M
| $112K | 0.05% |
20,565
|
|
||
56
Eli Lilly
LLY
$917B
| – | – |
-300
|
|