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HWM

HRC Wealth Management Portfolio holdings

AUM $212M
1-Year Est. Return 17.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$513K
2
+$406K
3
+$237K
4
JNJ icon
Johnson & Johnson
JNJ
+$216K
5
VUG icon
Vanguard Growth ETF
VUG
+$213K

Top Sells

1
+$234K
2
+$32.9K
3
+$23.5K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$22.7K
5
AHR icon
American Healthcare REIT
AHR
+$7.11K

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
$218K 0.11%
2,115
-1
52
$207K 0.1%
+1,714
53
$201K 0.1%
+2,705
54
$201K 0.1%
+1,294
55
$112K 0.05%
20,565
56
– –
-300
1 2
3