HGWM
Horst & Graben Wealth Management Portfolio holdings
AUM
$604M
1-Year Return
12.48%
This Quarter Return
-0.43%
1 Year Return
+12.48%
3 Year Return
+39.95%
5 Year Return
+56.92%
10 Year Return
–
AUM
$562M
AUM Growth
+$4.77M
(+0.86%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
54.13%
Holding
164
New
10
Increased
79
Reduced
47
Closed
9
Top Buys
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
$5.76M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
$2.69M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.63M |
| 4 |
Procter & Gamble
PG
|
$1.67M |
| 5 |
iShares Gold Trust
IAU
|
$1.6M |
Top Sells
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% |
