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
$194M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$9.72M
3
+$3.98M
4
CMA icon
Comerica
CMA
+$3.32M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.9M

Top Sells

1
+$28.4M
2
+$7.63M
3
+$6.05M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.05M
5
AAPL icon
Apple
AAPL
+$1.98M

Sector Composition

1 Technology 14.11%
2 Consumer Discretionary 8.94%
3 Industrials 7.9%
4 Healthcare 7.9%
5 Financials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$0 ﹤0.01%
+10
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128
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129
$0 ﹤0.01%
54
130
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131
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-23
132
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-27
133
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-6
134
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135
$0 ﹤0.01%
1,000
136
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-6
2 3 4 5
6