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
$213M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$15.3M
3
+$14.4M
4
NVDA icon
NVIDIA
NVDA
+$12.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.4%
2 Consumer Discretionary 10.4%
3 Financials 8.63%
4 Healthcare 7.81%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
+10
127
$1K ﹤0.01%
+7
128
$1K ﹤0.01%
+12
129
$0 ﹤0.01%
+2
130
$0 ﹤0.01%
+1
131
– –
0
132
$0 ﹤0.01%
+54
133
$0 ﹤0.01%
+3
134
– –
0
135
$0 ﹤0.01%
+1,000
2 3 4 5
6