HGWM
Harvest Group Wealth Management Portfolio holdings
AUM
$161M
1-Year Return
6.38%
This Quarter Return
-5.77%
1 Year Return
-6.38%
3 Year Return
+28.11%
5 Year Return
+33.72%
10 Year Return
–
AUM
$176M
AUM Growth
-$2.3M
(-1.3%)
Cap. Flow
+$9.25M
Cap. Flow
% of AUM
5.26%
Top 10 Holdings %
Top 10 Hldgs %
57.24%
Holding
175
New
39
Increased
33
Reduced
49
Closed
18
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$15.8M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$14.4M |
| 3 |
iShares MBS ETF
MBB
|
$10.1M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$9.74M |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$8.83M |
Top Sells
Sector Composition
| 1 | Technology | 0.18% |
| 2 | Communication Services | 0.11% |
| 3 | Healthcare | 0.1% |
| 4 | Consumer Staples | 0.08% |
| 5 | Industrials | 0.07% |
