We are live on ! Find out more
HH

HWG Holdings Portfolio holdings

AUM $377M
1-Year Est. Return 52.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.83%
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
+$4.89M
2
+$3.16M
3
+$2.49M
4
NTRA icon
Natera
NTRA
+$2.44M
5
MTCH icon
Match Group
MTCH
+$2.39M

Top Sells

1
+$3.56M
2
+$1.33M
3
+$1.26M
4
FDX icon
FedEx
FDX
+$1.04M
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
101
$0 ﹤0.01%
+1,000
102
– –
-34,564
103
– –
0
104
– –
0
105
– –
-916
106
– –
-990
107
– –
-26
108
$0 ﹤0.01%
+105
109
– –
-1,510
110
– –
0
111
– –
-355
1 2 3 4
5