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HH

HWG Holdings Portfolio holdings

AUM $377M
1-Year Est. Return 52.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.8M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$8.76M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$4.59M
5
ISRG icon
Intuitive Surgical
ISRG
+$3.7M

Top Sells

1
+$5.42M
2
+$5.29M
3
+$3.91M
4
DIS icon
Walt Disney
DIS
+$2.79M
5
ELV icon
Elevance Health
ELV
+$2M

Sector Composition

1 Technology 25.86%
2 Healthcare 16.94%
3 Consumer Discretionary 10.53%
4 Communication Services 6.2%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$30K 0.03%
110
52
$20K 0.02%
250
53
$16K 0.02%
900
54
$16K 0.02%
91
55
$10K 0.01%
+616
56
$10K 0.01%
100
57
$10K 0.01%
64
58
$9K 0.01%
914
+814
59
$9K 0.01%
907
60
$9K 0.01%
62
61
$8K 0.01%
100
62
$7K 0.01%
69
63
$7K 0.01%
117
64
$6K 0.01%
98
65
$5K 0.01%
79
66
$5K 0.01%
200
67
$4K ﹤0.01%
26
68
$4K ﹤0.01%
128
69
$3K ﹤0.01%
54
70
$3K ﹤0.01%
24
71
$3K ﹤0.01%
37
72
$3K ﹤0.01%
80
73
$3K ﹤0.01%
41
74
$2K ﹤0.01%
20
75
$2K ﹤0.01%
14
1 2
3
4 5