HIM
HawsGoodwin Investment Management Portfolio holdings
AUM
$343M
This Quarter Return
+5.45%
1 Year Return
+14.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$343M
AUM Growth
+$343M
(+4.2%)
Cap. Flow
-$179K
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
48.59%
Holding
117
New
1
Increased
28
Reduced
51
Closed
4
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.64M |
| 2 |
Intuitive Surgical
ISRG
|
$1.51M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.43M |
| 4 |
iShares Gold Trust
IAU
|
$1.14M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$877K |
Top Sells
Sector Composition
| 1 | Technology | 4.7% |
| 2 | Industrials | 3.65% |
| 3 | Consumer Discretionary | 3.57% |
| 4 | Healthcare | 3.01% |
| 5 | Financials | 2.96% |
