HWM

Hobbs Wealth Management Portfolio holdings

AUM $101M
1-Year Est. Return 22.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.28M
3
+$2.16M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.73M
5
NVDA icon
NVIDIA
NVDA
+$415K

Top Sells

1
+$3.1M
2
+$3.03M
3
+$2.88M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$455K
5
CRM icon
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
$241K 0.2%
3,635
+236
52
$226K 0.19%
+1,458
53
$224K 0.19%
1,458
+178
54
$219K 0.18%
+4,252
55
$218K 0.18%
1,906
+187
56
$217K 0.18%
+882
57
$205K 0.17%
+858
58
– –
-858
59
– –
-16,638
1 2
3