HGWM
Horst & Graben Wealth Management Portfolio holdings
AUM
$604M
1-Year Return
12.48%
This Quarter Return
-11.47%
1 Year Return
+12.48%
3 Year Return
+39.95%
5 Year Return
+56.92%
10 Year Return
–
AUM
$190M
AUM Growth
–
Cap. Flow
+$190M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.22%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 5.22% |
| 2 | Financials | 2.02% |
| 3 | Energy | 1.9% |
| 4 | Consumer Staples | 1.63% |
| 5 | Consumer Discretionary | 1.53% |
