Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HARRISON & CO WEALTH MANAGEMENT LLC 01-17-2023 12-31-2022 79 103,427,519
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SELECT SECTOR SPDR TR TECHNOLOGY 1 $7,613,241 61,180 0.01 7.89 -1,463 -2.34 12-31-2022
ISHARES TR CORE S&P MCP ETF 2 $6,608,737 27,321 0.01 6.92 -2,411 -8.11 12-31-2022
SELECT SECTOR SPDR TR SBI HEALTHCARE 3 $4,940,260 36,366 0.00 4.91 -1,838 -4.81 12-31-2022
SELECT SECTOR SPDR TR FINANCIAL 4 $4,262,555 124,636 0.00 4.29 -8,418 -6.33 12-31-2022
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