HH

HWG Holdings Portfolio holdings

AUM $410M
1-Year Est. Return 36.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$70.7M
2
+$9.39M
3
+$7.75M
4
MSFT icon
Microsoft
MSFT
+$5.97M
5
UNH icon
UnitedHealth
UNH
+$5.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.63%
2 Healthcare 6.63%
3 Financials 4.92%
4 Consumer Staples 3.71%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2K ﹤0.01%
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+9
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125
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+16
3 4
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6 7