HAWG - ETF AI Analysis
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HCM Hedged Equity ETF (HAWG)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Mega-Cap Tech Leaders
The fund’s largest positions in well-known technology giants have shown strong performance, helping support overall returns.
Broad Sector Mix
Holdings spread across technology, consumer, financial, health care, and other sectors help reduce the impact of weakness in any single industry.
Healthy Asset Size
The fund manages a sizable pool of assets, which can support trading liquidity and ongoing fund operations for investors.
Negative Factors
High Expense Ratio
The fund charges relatively high annual fees, which can eat into investor returns over time compared with lower-cost ETFs.
Heavy Concentration in a Few Stocks
A small group of large technology names makes up a big share of the portfolio, increasing the risk if any of these companies stumble.
U.S.-Focused Exposure
Almost all of the fund’s holdings are in U.S. companies, offering limited geographic diversification if the U.S. market weakens.
HAWG vs. SPDR S&P 500 ETF (SPY)
AUM98.08M
RegionNorth America
Expense Ratio1.35%
Beta0.93
IssuerHCM
Inception DateAug 14, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,861
30 Day Avg. Volume130,825
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
36.71Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering488
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HAWG Summary
HCM Hedged Equity ETF (ticker: HAWG) is a U.S.-focused fund that invests in many large, well-known companies and uses a built-in strategy to try to reduce big drops during market downturns. It doesn’t track a specific index, but follows a theme of large-cap growth with risk management. Top holdings include familiar names like Apple and Nvidia, along with other major tech and consumer companies. Someone might invest in HAWG for long-term growth and diversification, while seeking a smoother ride than a regular stock fund. A key risk is that it still owns stocks, so its value can go up and down with the market, and hedging may limit gains in strong bull markets.
How much will it cost me?HAWG has an expense ratio of 1.35%, which means you’ll pay about $13.50 per year for every $1,000 invested. This cost is higher than the average ETF because the fund is actively managed and uses hedging strategies to help reduce risk and smooth out returns.
What would affect this ETF?HAWG is heavily invested in major U.S. technology names like Nvidia, Apple, and Microsoft, so continued growth in tech, artificial intelligence, and a strong U.S. economy could support future gains. On the other hand, higher interest rates, a downturn in large U.S. growth stocks, or tighter regulations on big tech could hurt performance, and its hedging strategy may limit returns during strong bull markets even as it helps cushion losses in market pullbacks.
HAWG Top 10 Holdings
HAWG is essentially riding the Big Tech and AI wave, with Nvidia, Apple, and Microsoft acting as the main engines of performance. Nvidia and Micron are powering ahead on AI optimism, while Apple’s steady climb adds a reliable boost. Microsoft and Alphabet are contributing solid, if slightly more measured, gains. On the flip side, Tesla and Broadcom have been more mixed lately, occasionally putting a drag on returns. With a heavy tilt toward U.S. technology giants and almost all exposure in the U.S., this fund is very much a bet on American tech leadership.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 10.92% | $10.71M | $5.36T | 23.84% | 76 Outperform | |
| Apple | 10.14% | $9.94M | $4.91T | 32.37% | 79 Outperform | |
| Microsoft | 7.62% | $7.48M | $3.67T | -2.50% | 79 Outperform | |
| Amazon | 5.15% | $5.05M | $2.74T | 13.54% | 71 Outperform | |
| Alphabet Class A | 4.31% | $4.23M | $4.25T | 40.56% | 85 Outperform | |
| Alphabet Class C | 3.70% | $3.63M | $4.25T | 38.75% | 82 Outperform | |
| Broadcom | 3.51% | $3.44M | $1.71T | 7.04% | 76 Outperform | |
| Meta Platforms | 3.09% | $3.03M | $1.70T | -3.12% | 76 Outperform | |
| Micron | 2.42% | $2.38M | $1.15T | 534.16% | 79 Outperform | |
| Tesla | 2.34% | $2.30M | $1.44T | -13.57% | 73 Outperform |
HAWG Technical Analysis
Positive
―
Price Trends
Market Momentum
61.24
Neutral
91.39
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HAWG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.06, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at 61.24 is Neutral, neither overbought nor oversold. The STOCH value of 91.39 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HAWG.
HAWG Peer Comparison
Comparison Results
Performance Comparison
HAWG
HCM Hedged Equity ETF
30.57
0.38
1.26%
PQUS
Pictet AI Enhanced US Equity ETF
―
―
―
PRMR
PeakShares RMR Prime Equity ETF
―
―
―
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
RWLC
Rayliant Quantitative Developed Market Equity ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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