HH
HWG Holdings Portfolio holdings
AUM
$410M
1-Year Est. Return
36.13%
1 Year Est. Return
+36.13%
AUM
$410M
AUM Growth
+$37.6M
(+10%)
Holding
63
Top Buys
| 1 | +$70.4M | |
| 2 | +$8.09M | |
| 3 | +$7.72M | |
| 4 |
TJX Companies
TJX
|
+$4.42M |
| 5 |
Goldman Sachs
GS
|
+$4.12M |
Top Sells
| 1 | +$12.3M | |
| 2 | +$8.71M | |
| 3 | +$8.69M | |
| 4 |
Costco
COST
|
+$5.33M |
| 5 |
Uber
UBER
|
+$4.55M |
Sector Composition
| 1 | Technology | 21.53% |
| 2 | Industrials | 10.37% |
| 3 | Communication Services | 10.24% |
| 4 | Financials | 6.45% |
| 5 | Consumer Discretionary | 5.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Materion
MTRN
$3.09B
| – | – |
-22,342
|
|
||
52
MP Materials
MP
$11.8B
| – | – |
-32,746
|
|
||
53
Mercado Libre
MELI
$106B
| – | – |
-129
|
|
||
54
DoorDash
DASH
$90.6B
| – | – |
-45,055
|
|
||
55
Cintas
CTAS
$78.8B
| – | – |
-6,516
|
|
||
56
TopBuild
BLD
$14.1B
| – | – |
-7,224
|
|
||
57
American Superconductor
AMSC
$1.48B
| – | – |
-35,468
|
|