HGWM

Horst & Graben Wealth Management Portfolio holdings

AUM $655M
1-Year Est. Return 14.17%
This Quarter Est. Return
1 Year Est. Return
+14.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$562M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$2.69M
3
+$2.63M
4
PG icon
Procter & Gamble
PG
+$1.67M
5
IAU icon
iShares Gold Trust
IAU
+$1.6M

Top Sells

1
+$5.8M
2
+$1.85M
3
+$1.84M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.55M
5
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$1.48M

Sector Composition

1 Technology 4.26%
2 Consumer Discretionary 2.28%
3 Real Estate 1.91%
4 Consumer Staples 1.22%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.28%
+32,337
52
$1.55M 0.28%
9,304
+96
53
$1.54M 0.27%
3,394
+118
54
$1.5M 0.27%
7,659
+10
55
$1.27M 0.23%
5,779
+300
56
$1.2M 0.21%
36,059
+2,014
57
$1.2M 0.21%
7,488
+856
58
$1.17M 0.21%
676
59
$1.07M 0.19%
3,324
+11
60
$1.05M 0.19%
6,797
+1
61
$1.04M 0.19%
38,815
+12
62
$945K 0.17%
38,276
+11,289
63
$930K 0.17%
21,369
+1,127
64
$923K 0.16%
+9,190
65
$919K 0.16%
3,220
66
$911K 0.16%
+19,389
67
$905K 0.16%
9,975
68
$869K 0.15%
14,678
-201
69
$836K 0.15%
10,733
+2,389
70
$785K 0.14%
33,851
-4
71
$779K 0.14%
13,165
72
$775K 0.14%
+3,343
73
$755K 0.13%
27,855
+5,686
74
$735K 0.13%
6,917
+2,806
75
$733K 0.13%
1,435
+5
1 2
3
4 5