HGWM
Harvest Group Wealth Management Portfolio holdings
AUM
$161M
1-Year Return
6.38%
This Quarter Return
-14.87%
1 Year Return
-6.38%
3 Year Return
+28.11%
5 Year Return
+33.72%
10 Year Return
–
AUM
$97.6M
AUM Growth
-$16.9M
(-15%)
Cap. Flow
+$2.89M
Cap. Flow
% of AUM
2.96%
Top 10 Holdings %
Top 10 Hldgs %
67.58%
Holding
1,198
New
198
Increased
89
Reduced
337
Closed
345
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
+$6.95M |
| 2 |
VictoryShares Dividend Accelerator ETF
VSDA
|
+$6.75M |
| 3 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$6.71M |
| 4 |
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
|
+$5.39M |
| 5 |
ARK Innovation ETF
ARKK
|
+$1.95M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 6.67% |
| 2 | Utilities | 1.43% |
| 3 | Technology | 1.24% |
| 4 | Communication Services | 0.99% |
| 5 | Healthcare | 0.97% |
