We are live on
!
Find out more
HWM
Hobbs Wealth Management Portfolio holdings
AUM
$101M
1-Year Est. Return
22.3%
This Fund
S&P 500
1 Year Est. Return
+22.3%
AUM
$103M
AUM Growth
-$16.5M
(-14%)
Holding
58
Top Buys
| 1 | +$3.22M | |
| 2 | +$1.98M | |
| 3 | +$1.63M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$686K |
| 5 |
Global X Defense Tech ETF
SHLD
|
+$280K |
Top Sells
| 1 | +$6.37M | |
| 2 | +$2.25M | |
| 3 | +$1.78M | |
| 4 |
Eli Lilly
LLY
|
+$1.56M |
| 5 |
Apple
AAPL
|
+$1.48M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Netflix
NFLX
$324B
| – | – |
-2,800
|
|
||
52
NVIDIA
NVDA
$4.96T
| – | – |
-12,071
|
|
||
53
Procter & Gamble
PG
$351B
| – | – |
-1,458
|
|
||
54
Palantir
PLTR
$313B
| – | – |
-1,748
|
|
||
55
Tesla
TSLA
$1.49T
| – | – |
-1,170
|
|
||
56
Visa
V
$628B
| – | – |
-1,111
|
|
||
57
Exxon Mobil
XOM
$583B
| – | – |
-2,626
|
|
||
|
58
Apple
AAPL
$4.35T
| – | – |
-5,797
|
|