HGWM
Horst & Graben Wealth Management Portfolio holdings
AUM
$604M
This Quarter Return
-4.11%
1 Year Return
+12.48%
3 Year Return
+39.95%
5 Year Return
+56.92%
10 Year Return
–
AUM
$409M
AUM Growth
+$409M
(+2.3%)
Cap. Flow
+$35.3M
Cap. Flow
% of AUM
8.62%
Top 10 Holdings %
Top 10 Hldgs %
57.95%
Holding
145
New
12
Increased
59
Reduced
35
Closed
11
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$22.2M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$16.3M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$11.4M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$9.07M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$8.97M |
Top Sells
Sector Composition
| 1 | Real Estate | 3.92% |
| 2 | Technology | 2.28% |
| 3 | Financials | 1.57% |
| 4 | Consumer Discretionary | 1.52% |
| 5 | Industrials | 1.1% |
