HWM
HRC Wealth Management Portfolio holdings
AUM
$188M
This Quarter Return
+5.65%
1 Year Return
+15.43%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+6%)
Cap. Flow
+$738K
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
90.39%
Holding
44
New
1
Increased
26
Reduced
8
Closed
1
Top Buys
| 1 |
Starbucks
SBUX
|
$229K |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$191K |
| 3 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$156K |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
$131K |
| 5 |
NVIDIA
NVDA
|
$89.7K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$78.6K |
| 2 |
Exxon Mobil
XOM
|
$56.4K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$35K |
| 4 |
Vanguard Total World Stock ETF
VT
|
$31.5K |
| 5 |
Hyliion Holdings
HYLN
|
$16.8K |
Sector Composition
| 1 | Technology | 4.13% |
| 2 | Financials | 0.61% |
| 3 | Industrials | 0.54% |
| 4 | Consumer Discretionary | 0.33% |
| 5 | Consumer Staples | 0.24% |
