HWIS
Hancock Whitney Investment Services Portfolio holdings
AUM
$157M
This Quarter Return
-4.44%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(-70%)
Cap. Flow
-$384M
Cap. Flow
% of AUM
-221.15%
Top 10 Holdings %
Top 10 Hldgs %
51.42%
Holding
297
New
1
Increased
21
Reduced
37
Closed
237
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$49.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$45M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$16M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$12.6M |
| 5 |
Vanguard Total Bond Market
BND
|
$10.4M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
