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
401
$4K 0.01%
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402
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150
+3
403
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258
404
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119
405
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113
406
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36
+9
407
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349
408
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258
409
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+44
410
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185
+122
411
$4K 0.01%
79
412
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335
413
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30
414
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67
415
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98
416
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27
417
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157
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39
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172
420
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421
$4K 0.01%
97
422
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423
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47
424
$4K 0.01%
163
425
$3K ﹤0.01%
74