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
$273M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$75.4M
2 +$23.8M
3 +$18.6M
4
LLY icon
Eli Lilly
LLY
+$14.9M
5
AAPL icon
Apple
AAPL
+$14.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.42%
2 Healthcare 12.79%
3 Industrials 7.08%
4 Communication Services 6.56%
5 Consumer Discretionary 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$36 ﹤0.01%
+1
127
$33 ﹤0.01%
+1
128
$30 ﹤0.01%
+2
129
$8 ﹤0.01%
+1,000
130
$8 ﹤0.01%
+1
131
0