HWM

Hobbs Wealth Management Portfolio holdings

AUM $103M
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.86M
3
+$3.18M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.67M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.57M

Top Sells

1
+$7.58M
2
+$2.94M
3
+$1.4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.23M
5
IYW icon
iShares US Technology ETF
IYW
+$497K

Sector Composition

1 Technology 5.85%
2 Communication Services 1.85%
3 Financials 1.42%
4 Consumer Discretionary 1.42%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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54
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55
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56
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57
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58
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3