HGWM
Horst & Graben Wealth Management Portfolio holdings
AUM
$604M
This Quarter Return
-0.83%
1 Year Return
+12.48%
3 Year Return
+39.95%
5 Year Return
+56.92%
10 Year Return
–
AUM
$363M
AUM Growth
+$363M
(+1.3%)
Cap. Flow
+$8.74M
Cap. Flow
% of AUM
2.41%
Top 10 Holdings %
Top 10 Hldgs %
48.77%
Holding
143
New
9
Increased
63
Reduced
34
Closed
8
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$6.13M |
| 2 |
iShares US Technology ETF
IYW
|
$5.08M |
| 3 |
iShares Fallen Angels USD Bond ETF
FALN
|
$4.87M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$4.22M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$3.75M |
Top Sells
Sector Composition
| 1 | Real Estate | 3.9% |
| 2 | Technology | 2.24% |
| 3 | Financials | 1.85% |
| 4 | Consumer Discretionary | 1.68% |
| 5 | Industrials | 1.18% |
