HWM
Hobbs Wealth Management Portfolio holdings
AUM
$105M
1 Year Est. Return
–
AUM
$90.1M
AUM Growth
+$2.61M
(+3%)
Holding
53
Top Buys
| 1 | +$2.18M | |
| 2 | +$1.54M | |
| 3 | +$1.4M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.2M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$913K |
Top Sells
| 1 | +$2.85M | |
| 2 | +$1.09M | |
| 3 | +$757K | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$380K |
| 5 |
Microsoft
MSFT
|
+$307K |
Sector Composition
| 1 | Technology | 4.91% |
| 2 | Healthcare | 1.81% |
| 3 | Communication Services | 1.76% |
| 4 | Financials | 1.58% |
| 5 | Consumer Discretionary | 1.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Fiserv
FI
$67.1B
| $201K | 0.22% |
+912
|
|
||
52
iShares US Infrastructure ETF
IFRA
$3.11B
| – | – |
-16,359
|
|
||
|
53
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| – | – |
-4,351
|
|