HH
HWG Holdings Portfolio holdings
AUM
$331M
This Quarter Return
+27.52%
1 Year Return
+35.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.08%
Holding
115
New
101
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$16M |
| 2 |
Microsoft
MSFT
|
$14.1M |
| 3 |
Amazon
AMZN
|
$9.67M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$7.35M |
| 5 |
Advanced Micro Devices
AMD
|
$6.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 33.46% |
| 2 | Healthcare | 10.61% |
| 3 | Communication Services | 8.98% |
| 4 | Consumer Discretionary | 8.64% |
| 5 | Financials | 8.03% |
