HGWM

Harvest Group Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 6.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.43%
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
401
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402
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74
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+131
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104
405
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197
406
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155
+4
407
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258
408
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119
409
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113
410
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36
+9
411
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349
412
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258
413
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+44
414
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185
+122
415
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79
416
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335
417
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67
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98
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27
420
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421
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+267
422
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151
424
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100
425
$3K ﹤0.01%
60