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
726
$2K ﹤0.01%
42
727
$2K ﹤0.01%
+10
728
$2K ﹤0.01%
58
729
$2K ﹤0.01%
23
730
$2K ﹤0.01%
29
731
$2K ﹤0.01%
62
732
$2K ﹤0.01%
30
733
$2K ﹤0.01%
38
734
$2K ﹤0.01%
64
735
$2K ﹤0.01%
82
-55
736
$2K ﹤0.01%
+40
737
$2K ﹤0.01%
+86
738
$2K ﹤0.01%
+101
739
$2K ﹤0.01%
17
+8
740
$2K ﹤0.01%
+140
741
$2K ﹤0.01%
60
+33
742
$2K ﹤0.01%
157
+76
743
$2K ﹤0.01%
26
744
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40
+9
745
$2K ﹤0.01%
90
746
$2K ﹤0.01%
136
747
$2K ﹤0.01%
+32
748
$2K ﹤0.01%
14
-7
749
$2K ﹤0.01%
+47
750
$2K ﹤0.01%
87
28 29
30
31 32