HWM
HFG Wealth Management Portfolio holdings
AUM
$164M
This Quarter Return
+4.39%
1 Year Return
+8.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$407M
AUM Growth
–
Cap. Flow
+$407M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.06%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Toews Agility Shares Managed Risk ETF
MRSK
|
$102M |
| 2 |
Exxon Mobil
XOM
|
$32.6M |
| 3 |
Alerian MLP ETF
AMLP
|
$26.7M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$25.4M |
| 5 |
Apple
AAPL
|
$18.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 10.22% |
| 2 | Technology | 4.53% |
| 3 | Consumer Discretionary | 0.88% |
| 4 | Real Estate | 0.2% |
| 5 | Financials | 0.09% |
