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
$139M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$70.7M
2 +$9.39M
3 +$7.75M
4
MSFT icon
Microsoft
MSFT
+$5.97M
5
UNH icon
UnitedHealth
UNH
+$5.88M

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%
+5
152
$0 ﹤0.01%
+54
153
$0 ﹤0.01%
+25
154
0
155
$0 ﹤0.01%
+1,000