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
101
– –
-26
102
$0 ﹤0.01%
+105
103
– –
-2,473
104
$0 ﹤0.01%
+32
105
– –
-3,603
106
– –
-1,510
107
– –
0
108
– –
-3,469
109
– –
-355
110
– –
-10
111
$0 ﹤0.01%
+1,000
1 2 3 4
5