HH

HWG Holdings Portfolio holdings

AUM $410M
1-Year Est. Return 37.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$13.8M
3
+$9.54M
4
AVGO icon
Broadcom
AVGO
+$8.84M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.1M

Top Sells

1
+$12.3M
2
+$7.38M
3
+$4.91M
4
KGS icon
Kodiak Gas Services
KGS
+$3.88M
5
KMI icon
Kinder Morgan
KMI
+$3.79M

Sector Composition

1 Technology 21.53%
2 Communication Services 13.05%
3 Industrials 9.72%
4 Consumer Discretionary 9.7%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
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