HNWAG

High Net Worth Advisory Group Portfolio holdings

AUM $378M
1-Year Est. Return 14.12%
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$12.6M
3 +$9.75M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$9.45M
5
HUBS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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