HGWM
Horst & Graben Wealth Management Portfolio holdings
AUM
$604M
This Quarter Return
+2.97%
1 Year Return
+12.48%
3 Year Return
+39.95%
5 Year Return
+56.92%
10 Year Return
–
AUM
$318M
AUM Growth
+$318M
(+9.5%)
Cap. Flow
+$21.5M
Cap. Flow
% of AUM
6.76%
Top 10 Holdings %
Top 10 Hldgs %
53.33%
Holding
134
New
21
Increased
52
Reduced
31
Closed
5
Top Buys
| 1 |
Schwab 1-5 Year Corporate Bond ETF
SCHJ
|
$13.2M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$8.97M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$8.48M |
| 4 |
Schwab 5-10 Year Corporate Bond ETF
SCHI
|
$6.66M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$4.18M |
Top Sells
Sector Composition
| 1 | Real Estate | 3.79% |
| 2 | Financials | 2.46% |
| 3 | Technology | 2.14% |
| 4 | Consumer Discretionary | 1.79% |
| 5 | Industrials | 1.22% |
