HGWM
Harvest Group Wealth Management Portfolio holdings
AUM
$161M
1-Year Return
6.38%
This Quarter Return
+17.04%
1 Year Return
-6.38%
3 Year Return
+28.11%
5 Year Return
+33.72%
10 Year Return
–
AUM
$120M
AUM Growth
+$22M
(+23%)
Cap. Flow
+$6.02M
Cap. Flow
% of AUM
5.03%
Top 10 Holdings %
Top 10 Hldgs %
64.45%
Holding
986
New
120
Increased
112
Reduced
121
Closed
131
Top Buys
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
+$5.01M |
| 2 |
Invesco S&P SmallCap Low Volatility ETF
XSLV
|
+$4.83M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$2.62M |
| 4 |
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
|
+$2.14M |
| 5 |
VictoryShares Dividend Accelerator ETF
VSDA
|
+$1.83M |
Sector Composition
| 1 | Consumer Staples | 5.66% |
| 2 | Technology | 1.5% |
| 3 | Utilities | 1.09% |
| 4 | Healthcare | 0.98% |
| 5 | Communication Services | 0.87% |
