HGWM
Horst & Graben Wealth Management Portfolio holdings
AUM
$604M
1-Year Return
12.48%
This Quarter Return
+5.71%
1 Year Return
+12.48%
3 Year Return
+39.95%
5 Year Return
+56.92%
10 Year Return
–
AUM
$557M
AUM Growth
+$33.7M
(+6.4%)
Cap. Flow
+$4.27M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
56.07%
Holding
162
New
11
Increased
76
Reduced
43
Closed
8
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$6.52M |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$4.15M |
| 3 |
Tesla
TSLA
|
$4.03M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.84M |
| 5 |
iShares Russell Top 200 Value ETF
IWX
|
$2.47M |
Sector Composition
| 1 | Technology | 3.92% |
| 2 | Real Estate | 2.15% |
| 3 | Consumer Discretionary | 1.87% |
| 4 | Financials | 1.04% |
| 5 | Consumer Staples | 0.94% |
