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
$152M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.19%
2 Healthcare 0.12%
3 Communication Services 0.09%
4 Industrials 0.08%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SRAD icon
151
Sportradar
SRAD
$6.8B
$867 ﹤0.01%
87
+18
PRKS icon
152
United Parks & Resorts
PRKS
$2.03B
$856 ﹤0.01%
16
SD icon
153
SandRidge Energy
SD
$464M
$852 ﹤0.01%
50
-49
BOX icon
154
Box
BOX
$4.54B
$841 ﹤0.01%
27
-12
ON icon
155
ON Semiconductor
ON
$19.6B
$811 ﹤0.01%
13
+4
ENPH icon
156
Enphase Energy
ENPH
$3.95B
$795 ﹤0.01%
3
BE icon
157
Bloom Energy
BE
$32B
$784 ﹤0.01%
41
WIX icon
158
WIX.com
WIX
$7.57B
$768 ﹤0.01%
10
+3
BILL icon
159
BILL Holdings
BILL
$4.58B
$763 ﹤0.01%
7
+2
CRWD icon
160
CrowdStrike
CRWD
$135B
$737 ﹤0.01%
7
+1
SLVM icon
161
Sylvamo
SLVM
$1.74B
$729 ﹤0.01%
+15
ATRC icon
162
AtriCure
ATRC
$1.59B
$710 ﹤0.01%
16
XPER icon
163
Xperi
XPER
$305M
$680 ﹤0.01%
79
+16
RDWR icon
164
Radware
RDWR
$989M
$672 ﹤0.01%
34
MDGL icon
165
Madrigal Pharmaceuticals
MDGL
$11.1B
$581 ﹤0.01%
+2
CLDX icon
166
Celldex Therapeutics
CLDX
$1.52B
$579 ﹤0.01%
13
RYAN icon
167
Ryan Specialty Holdings
RYAN
$7.48B
$540 ﹤0.01%
13
+7
SG icon
168
Sweetgreen
SG
$683M
$531 ﹤0.01%
62
EMBC icon
169
Embecta
EMBC
$807M
$506 ﹤0.01%
20
SPR icon
170
Spirit AeroSystems
SPR
$4.18B
$503 ﹤0.01%
17
FRC
171
DELISTED
First Republic Bank
FRC
$488 ﹤0.01%
4
-2
INVZ icon
172
Innoviz Technologies
INVZ
$335M
$424 ﹤0.01%
108
VRNS icon
173
Varonis Systems
VRNS
$4.03B
$407 ﹤0.01%
+17
CGNT icon
174
Cognyte Software
CGNT
$615M
$376 ﹤0.01%
121
SHO icon
175
Sunstone Hotel Investors
SHO
$1.79B
$367 ﹤0.01%
38