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
101
$5.58K ﹤0.01%
+180
102
$5.02K ﹤0.01%
+100
103
$4.77K ﹤0.01%
+50
104
$4.07K ﹤0.01%
+147
105
$3.9K ﹤0.01%
+32
106
$3.83K ﹤0.01%
+31
107
$3.76K ﹤0.01%
+12
108
$3.66K ﹤0.01%
+50
109
$2.78K ﹤0.01%
+80
110
$2.71K ﹤0.01%
+20
111
$2.59K ﹤0.01%
+10
112
$2.5K ﹤0.01%
+17
113
$2.42K ﹤0.01%
+20
114
$2.27K ﹤0.01%
+147
115
$2.26K ﹤0.01%
+33
116
$2.25K ﹤0.01%
+181
117
$2.08K ﹤0.01%
+41
118
$1.95K ﹤0.01%
+100
119
$1.83K ﹤0.01%
+6
120
$1.77K ﹤0.01%
+30
121
$1.68K ﹤0.01%
+12
122
$1.67K ﹤0.01%
+10
123
$1.45K ﹤0.01%
+25
124
$1.45K ﹤0.01%
+32
125
$1.38K ﹤0.01%
+50
2 3 4
5
6