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
GE Aerospace
GE
$299B
| – | – |
-873
|
|
||
52
Alphabet (Google) Class C
GOOG
$4.64T
| – | – |
-2,467
|
|
||
|
53
Alphabet (Google) Class A
GOOGL
$4.67T
| – | – |
-3,254
|
|
||
54
Home Depot
HD
$323B
| – | – |
-822
|
|
||
55
IBM
IBM
$218B
| – | – |
-868
|
|
||
56
iShares Core S&P 500 ETF
IVV
$795B
| – | – |
-413
|
|
||
57
JPMorgan Chase
JPM
$837B
| – | – |
-1,709
|
|
||
58
Coca-Cola
KO
$338B
| – | – |
-3,635
|
|