HWM
Hobbs Wealth Management Portfolio holdings
AUM
$103M
1-Year Est. Return
21.38%
This Fund
S&P 500
1 Year Est. Return
+21.38%
AUM
$103M
AUM Growth
-$16.5M
(-14%)
Holding
58
Top Buys
| 1 | +$3.22M | |
| 2 | +$1.98M | |
| 3 | +$1.63M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$686K |
| 5 |
Global X Defense Tech ETF
SHLD
|
+$280K |
Top Sells
| 1 | +$6.37M | |
| 2 | +$2.25M | |
| 3 | +$1.78M | |
| 4 |
Eli Lilly
LLY
|
+$1.56M |
| 5 |
Apple
AAPL
|
+$1.48M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Home Depot
HD
$340B
| – | – |
-822
|
|
||
52
IBM
IBM
$240B
| – | – |
-868
|
|
||
53
iShares Core S&P 500 ETF
IVV
$711B
| – | – |
-413
|
|
||
54
JPMorgan Chase
JPM
$774B
| – | – |
-1,709
|
|
||
55
Coca-Cola
KO
$334B
| – | – |
-3,635
|
|
||
|
56
Eli Lilly
LLY
$831B
| – | – |
-2,039
|
|
||
57
Lam Research
LRCX
$283B
| – | – |
-1,820
|
|
||
58
Mastercard
MA
$452B
| – | – |
-613
|
|