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
$153M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$7.31M
3
+$2.04M
4
CDNS icon
Cadence Design Systems
CDNS
+$1.38M
5
XOM icon
Exxon Mobil
XOM
+$936K

Top Sells

1
+$11.4M
2
+$9.54M
3
+$1.26M
4
AMZN icon
Amazon
AMZN
+$885K
5
NTRA icon
Natera
NTRA
+$762K

Sector Composition

1 Technology 14.2%
2 Healthcare 6.22%
3 Financials 5.69%
4 Energy 3.46%
5 Industrials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
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