HWM
Hobbs Wealth Management Portfolio holdings
AUM
$119M
1-Year Est. Return
19.71%
1 Year Est. Return
+19.71%
AUM
$119M
AUM Growth
+$14.5M
(+14%)
Holding
59
Top Buys
| 1 | +$4.3M | |
| 2 | +$2.55M | |
| 3 | +$2.34M | |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.82M |
| 5 |
NVIDIA
NVDA
|
+$444K |
Top Sells
| 1 | +$3.19M | |
| 2 | +$3.1M | |
| 3 | +$2.88M | |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$459K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Coca-Cola
KO
$304B
| $241K | 0.2% |
3,635
+236
|
|
||
52
Chevron
CVX
$298B
| $226K | 0.19% |
+1,458
|
|
||
53
Procter & Gamble
PG
$338B
| $224K | 0.19% |
1,458
+178
|
|
||
54
Bank of America
BAC
$405B
| $219K | 0.18% |
+4,252
|
|
||
55
Walt Disney
DIS
$198B
| $218K | 0.18% |
1,906
+187
|
|
||
56
Analog Devices
ADI
$137B
| $217K | 0.18% |
+882
|
|
||
57
T-Mobile US
TMUS
$221B
| $205K | 0.17% |
+858
|
|
||
|
58
Salesforce
CRM
$238B
| – | – |
-858
|
|
||
59
iShares US Technology ETF
IYW
$20.8B
| – | – |
-16,638
|
|