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
$81.4M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,203
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 9.23%
2 Energy 2.66%
3 Utilities 2.37%
4 Technology 2.07%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$5K 0.01%
496
402
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+77
403
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26
+18
404
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335
405
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+116
406
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67
407
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62
408
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69
409
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186
410
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+119
411
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97
412
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108
413
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+115
414
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+40
415
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172
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98
417
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259
418
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74
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91
420
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290
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93
425
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69