HH

HWG Holdings Portfolio holdings

AUM $373M
1-Year Est. Return 40.96%
This Quarter Est. Return
1 Year Est. Return
+40.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$3.27M
3
+$2.91M
4
AAPL icon
Apple
AAPL
+$2.75M
5
MTCH icon
Match Group
MTCH
+$2.74M

Top Sells

1
+$3.56M
2
+$1.35M
3
+$1.33M
4
FDX icon
FedEx
FDX
+$971K
5
LMT icon
Lockheed Martin
LMT
+$948K

Sector Composition

1 Technology 25.2%
2 Consumer Discretionary 13.13%
3 Healthcare 10.79%
4 Communication Services 10.52%
5 Industrials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.83%
+12,404
27
$1.63M 0.82%
+19,505
28
$1.57M 0.79%
4,130
+1,016
29
$1.36M 0.69%
6,362
+751
30
$1.32M 0.67%
3,689
+1,452
31
$1.25M 0.63%
4,804
-3,741
32
$1.19M 0.6%
4,930
-284
33
$1.14M 0.58%
+6,246
34
$1.11M 0.56%
4,190
+852
35
$1.11M 0.56%
6,979
+427
36
$1.07M 0.54%
11,832
+9,834
37
$907K 0.46%
2,541
-1,213
38
$843K 0.43%
2,687
+60
39
$790K 0.4%
16,672
-527
40
$673K 0.34%
4,067
+680
41
$606K 0.31%
2,772
-1,305
42
$592K 0.3%
1,561
+190
43
$571K 0.29%
1,737
-1,479
44
$533K 0.27%
2,987
-7,575
45
$531K 0.27%
2,000
+242
46
$517K 0.26%
1,781
+57
47
$497K 0.25%
1,945
+1,263
48
$494K 0.25%
7,414
+813
49
$465K 0.24%
2,362
+116
50
$431K 0.22%
4,027
-287
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