HGWM
Horst & Graben Wealth Management Portfolio holdings
AUM
$604M
This Quarter Return
-11.99%
1 Year Return
+12.48%
3 Year Return
+39.95%
5 Year Return
+56.92%
10 Year Return
–
AUM
$368M
AUM Growth
-$40.9M
(-10%)
Cap. Flow
+$8.79M
Cap. Flow
% of AUM
2.39%
Top 10 Holdings %
Top 10 Hldgs %
57.96%
Holding
143
New
9
Increased
67
Reduced
32
Closed
12
Top Buys
| 1 |
Invesco S&P Emerging Markets Low Volatility ETF
EELV
|
$7.77M |
| 2 |
iShares Core High Dividend ETF
HDV
|
$6.69M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$4.88M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$4.81M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$3.64M |
Top Sells
Sector Composition
| 1 | Real Estate | 3.6% |
| 2 | Technology | 2.07% |
| 3 | Financials | 1.51% |
| 4 | Consumer Discretionary | 1.29% |
| 5 | Consumer Staples | 0.97% |
