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HH

HWG Holdings Portfolio holdings

AUM $377M
1-Year Est. Return 52.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$78.7M
2 +$10.6M
3 +$8.8M
4
MSFT icon
Microsoft
MSFT
+$6.76M
5
UNH icon
UnitedHealth
UNH
+$6.12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.63%
2 Healthcare 6.63%
3 Financials 4.92%
4 Consumer Staples 3.71%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
+54
152
$0 ﹤0.01%
+25
153
0
154
$0 ﹤0.01%
+8
155
$0 ﹤0.01%
+1,000