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
$114M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1 +$8.12M
2 +$2.87M
3 +$2.68M
4
SCHW icon
Charles Schwab
SCHW
+$1.96M
5
ETFC
E*Trade Financial Corporation
ETFC
+$1.95M

Top Sells

1 +$4.88M
2 +$3.92M
3 +$3.23M
4
BABA icon
Alibaba
BABA
+$2.45M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.26M

Sector Composition

1 Consumer Discretionary 9.52%
2 Technology 7.94%
3 Healthcare 7.88%
4 Financials 7.85%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
0
102
-144,596
103
-54,108
104
-94
105
-2,043
106
-5,081
107
-97
108
-779