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
$99.8M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.22M
3
+$6.59M
4
AMZN icon
Amazon
AMZN
+$4.91M
5
ISRG icon
Intuitive Surgical
ISRG
+$3.96M

Top Sells

1
+$5.64M
2
+$5.12M
3
+$4.09M
4
DIS icon
Walt Disney
DIS
+$2.79M
5
ELV icon
Elevance Health
ELV
+$1.98M

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%
100
56
$10K 0.01%
64
57
$10K 0.01%
+616
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%
117
63
$7K 0.01%
69
64
$6K 0.01%
98
65
$5K 0.01%
79
66
$5K 0.01%
25
67
$4K ﹤0.01%
128
68
$4K ﹤0.01%
26
69
$3K ﹤0.01%
41
70
$3K ﹤0.01%
54
71
$3K ﹤0.01%
24
72
$3K ﹤0.01%
37
73
$3K ﹤0.01%
20
74
$2K ﹤0.01%
20
75
$2K ﹤0.01%
40
1 2
3
4 5