HNWAG
High Net Worth Advisory Group Portfolio holdings
AUM
$378M
1-Year Return
14.12%
This Quarter Return
+9.75%
1 Year Return
+14.12%
3 Year Return
+57.99%
5 Year Return
–
10 Year Return
–
AUM
$286M
AUM Growth
–
Cap. Flow
+$286M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.48%
Holding
694
New
692
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$16.5M |
| 2 |
Apple
AAPL
|
+$12.6M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$9.75M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$9.45M |
| 5 |
HubSpot
HUBS
|
+$8.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13% |
| 2 | Healthcare | 10.92% |
| 3 | Consumer Staples | 6.17% |
| 4 | Consumer Discretionary | 5.76% |
| 5 | Industrials | 5.23% |
