HWM

Hobbs Wealth Management Portfolio holdings

AUM $119M
1-Year Est. Return 19.71%
This Quarter Est. Return
1 Year Est. Return
+19.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.1M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.54M
3
+$1.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$913K

Top Sells

1
+$2.85M
2
+$1.09M
3
+$757K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$380K
5
MSFT icon
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
$201K 0.22%
+912
52
– –
-16,359
53
– –
-4,351
1 2
3