HWM
HFG Wealth Management Portfolio holdings
AUM
$164M
This Quarter Return
+5.98%
1 Year Return
+8.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$482M
AUM Growth
–
Cap. Flow
+$482M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.05%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Toews Agility Shares Managed Risk ETF
MRSK
|
$122M |
| 2 |
Exxon Mobil
XOM
|
$45.2M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$27.2M |
| 4 |
Alerian MLP ETF
AMLP
|
$25.7M |
| 5 |
Innovator International Developed Power Buffer ETF January
IJAN
|
$24.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 11.53% |
| 2 | Technology | 3.7% |
| 3 | Consumer Discretionary | 1.98% |
| 4 | Communication Services | 0.64% |
| 5 | Healthcare | 0.48% |
