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

Top Buys

1
+$327K
2
+$250K
3
+$235K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$194K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$189K

Top Sells

1
+$414K
2
+$157K
3
+$117K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$80.8K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$79K

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
651
$2K ﹤0.01%
+116
652
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17
653
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17
+9
654
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35
655
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49
656
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28
657
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32
658
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275
+115
659
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53
660
$2K ﹤0.01%
+96
661
$2K ﹤0.01%
+170
662
$2K ﹤0.01%
101
663
$2K ﹤0.01%
+1,332
664
$2K ﹤0.01%
72
665
$2K ﹤0.01%
+27
666
$2K ﹤0.01%
+40
667
$2K ﹤0.01%
24
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668
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+20
669
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39
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670
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56
671
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52
672
$2K ﹤0.01%
9
673
$2K ﹤0.01%
+5
674
$2K ﹤0.01%
55
675
$2K ﹤0.01%
+39
25 26
27
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