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
$224M
AUM Growth
-$81.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.75M
3
+$4.6M
4
KMI icon
Kinder Morgan
KMI
+$4.38M
5
BSX icon
Boston Scientific
BSX
+$4.15M

Top Sells

1
+$22.1M
2
+$16M
3
+$15.7M
4
NVDA icon
NVIDIA
NVDA
+$9.35M
5
ANET icon
Arista Networks
ANET
+$6.2M

Sector Composition

1 Technology 17.08%
2 Communication Services 15.42%
3 Financials 14.81%
4 Industrials 10.22%
5 Energy 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43.5K 0.02%
+77
77
$42.1K 0.02%
+201
78
$38.1K 0.02%
+2,049
79
$37.7K 0.02%
+525
80
$34.6K 0.02%
+146
81
$30.7K 0.01%
+180
82
$29.1K 0.01%
+968
83
$28.3K 0.01%
+100
84
$27.4K 0.01%
+236
85
$26.6K 0.01%
+678
86
$26.1K 0.01%
+436
87
$25.8K 0.01%
+270
88
$25.4K 0.01%
+648
89
$24.7K 0.01%
+321
90
$24.5K 0.01%
+71
91
$24.4K 0.01%
+232
92
$22.2K 0.01%
+276
93
$20.4K 0.01%
+814
94
$20.1K 0.01%
+37
95
$19K 0.01%
+315
96
$12.8K 0.01%
+63
97
$11K ﹤0.01%
+100
98
$9.21K ﹤0.01%
+2
99
$7.63K ﹤0.01%
+2
100
$6.17K ﹤0.01%
+100
2 3
4
5 6