HGWM
Harvest Group Wealth Management Portfolio holdings
AUM
$161M
1-Year Return
6.38%
This Quarter Return
+9.4%
1 Year Return
-6.38%
3 Year Return
+28.11%
5 Year Return
+33.72%
10 Year Return
–
AUM
$167M
AUM Growth
+$23.3M
(+16%)
Cap. Flow
+$9.46M
Cap. Flow
% of AUM
5.65%
Top 10 Holdings %
Top 10 Hldgs %
64.69%
Holding
914
New
64
Increased
97
Reduced
89
Closed
89
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Staples | 4.34% |
| 2 | Technology | 1.35% |
| 3 | Healthcare | 0.89% |
| 4 | Consumer Discretionary | 0.79% |
| 5 | Communication Services | 0.77% |
