HGWM
Harvest Group Wealth Management Portfolio holdings
AUM
$161M
1-Year Return
6.38%
This Quarter Return
-5.19%
1 Year Return
-6.38%
3 Year Return
+28.11%
5 Year Return
+33.72%
10 Year Return
–
AUM
$149M
AUM Growth
-$12.7M
(-7.8%)
Cap. Flow
-$2.24M
Cap. Flow
% of AUM
-1.5%
Top 10 Holdings %
Top 10 Hldgs %
55.98%
Holding
213
New
14
Increased
42
Reduced
69
Closed
21
Top Buys
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.43M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.05M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$652K |
| 4 |
ARK Innovation ETF
ARKK
|
$558K |
| 5 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$160K |
Sector Composition
| 1 | Technology | 0.2% |
| 2 | Healthcare | 0.11% |
| 3 | Communication Services | 0.1% |
| 4 | Industrials | 0.07% |
| 5 | Consumer Staples | 0.06% |
