HWM

Hobbs Wealth Management Portfolio holdings

AUM $101M
1-Year Est. Return 22.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.28M
3
+$2.16M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.73M
5
NVDA icon
NVIDIA
NVDA
+$415K

Top Sells

1
+$3.1M
2
+$3.03M
3
+$2.88M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$455K
5
CRM icon
Salesforce
CRM
+$234K

Sector Composition

1 Technology 7.12%
2 Communication Services 2.39%
3 Financials 1.68%
4 Consumer Discretionary 1.57%
5 Healthcare 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$601K 0.5%
2,467
+413
27
$576K 0.48%
6,057
+305
28
$570K 0.48%
7,458
+1,864
29
$539K 0.45%
1,709
+195
30
$520K 0.44%
1,170
-77
31
$517K 0.43%
1,029
+176
32
$512K 0.43%
9,995
+469
33
$392K 0.33%
1,393
+295
34
$379K 0.32%
1,111
+163
35
$349K 0.29%
613
+83
36
$336K 0.28%
2,800
+330
37
$335K 0.28%
4,896
+573
38
$335K 0.28%
6,283
+413
39
$333K 0.28%
822
+122
40
$319K 0.27%
1,748
+29
41
$318K 0.27%
1,964
+159
42
$296K 0.25%
2,626
+321
43
$289K 0.24%
+1,247
44
$285K 0.24%
2,765
-924
45
$279K 0.23%
301
+39
46
$276K 0.23%
413
47
$263K 0.22%
+873
48
$245K 0.21%
868
+103
49
$244K 0.2%
+1,820
50
$243K 0.2%
+1,452
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