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
$217M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.21M
3
+$6.05M
4
AMZN icon
Amazon
AMZN
+$5.36M
5
ZS icon
Zscaler
ZS
+$3.78M

Top Sells

1
+$16.6M
2
+$4.34M
3
+$4.27M
4
RCL icon
Royal Caribbean
RCL
+$4.27M
5
XOM icon
Exxon Mobil
XOM
+$4.23M

Sector Composition

1 Technology 30.75%
2 Industrials 5.92%
3 Consumer Discretionary 4.1%
4 Communication Services 3.6%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
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