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

Top Buys

1 +$72.5M
2 +$22.5M
3 +$17.3M
4
LLY icon
Eli Lilly
LLY
+$13.2M
5
AAPL icon
Apple
AAPL
+$12.9M

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
130
$8 ﹤0.01%
+1,000
131
0