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
$455M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.07M
3
+$4.39M
4
IXC icon
iShares Global Energy ETF
IXC
+$3.84M
5
IYW icon
iShares US Technology ETF
IYW
+$3.03M

Top Sells

1
+$6.53M
2
+$4.5M
3
+$3.58M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.24M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.22M

Sector Composition

1 Technology 2.75%
2 Real Estate 2.43%
3 Consumer Discretionary 1.25%
4 Financials 1.23%
5 Consumer Staples 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,363
152
– –
-9,959
153
– –
-1,017
3 4 5 6
7