HGWM

Harvest Group Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 6.38%
This Quarter Est. Return
1 Year Est. Return
-6.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.5M
AUM Growth
-$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 9.02%
2 Energy 2.97%
3 Utilities 2.09%
4 Technology 2.04%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$7K 0.01%
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366
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35
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$6K 0.01%
34
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431
306
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228
+26
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149
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128
309
$6K 0.01%
57
310
$6K 0.01%
+190
311
$6K 0.01%
130
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$6K 0.01%
484
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$6K 0.01%
600
-7,206
314
$6K 0.01%
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315
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63
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355
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404
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20
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174
325
$6K 0.01%
348
+39