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
76
$16K 0.01%
+782
77
$12K 0.01%
18
78
$11K 0.01%
+455
79
$10K 0.01%
94
80
$9K ﹤0.01%
+150
81
$8K ﹤0.01%
79
82
$6K ﹤0.01%
+23
83
$5K ﹤0.01%
+13
84
$4K ﹤0.01%
40
85
$4K ﹤0.01%
24
86
$4K ﹤0.01%
24
-213
87
$4K ﹤0.01%
+13
88
$4K ﹤0.01%
+27
89
$3K ﹤0.01%
17
90
$1K ﹤0.01%
+129
91
$1K ﹤0.01%
42
92
$1K ﹤0.01%
9
93
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94
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95
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96
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-34,564
97
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0
98
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0
99
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-916
100
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-990
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4
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