FHWM

Fox Hill Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 38.38%
This Quarter Est. Return
1 Year Est. Return
+38.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.88M
3
+$1.77M
4
APH icon
Amphenol
APH
+$1.76M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.37M

Top Sells

1
+$1.71M
2
+$1.61M
3
+$1.55M
4
UNH icon
UnitedHealth
UNH
+$1.46M
5
APO icon
Apollo Global Management
APO
+$1.43M

Sector Composition

1 Technology 33.54%
2 Healthcare 14.1%
3 Consumer Discretionary 11.62%
4 Utilities 8.92%
5 Communication Services 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.19%
+25,279
27
$1.76M 1.19%
+30,582
28
$1.66M 1.12%
14,604
-31
29
$1.55M 1.04%
12,330
+156
30
$1.5M 1.01%
11,320
-270
31
$1.49M 1%
25,650
+2,800
32
$1.48M 1%
3,396
+462
33
$1.37M 0.92%
+11,111
34
$1.35M 0.91%
48,922
+1,285
35
$1.27M 0.85%
17,160
+1,679
36
$1.25M 0.84%
15,164
+2,393
37
$1.22M 0.82%
18,297
+702
38
$1.19M 0.8%
16,573
+801
39
$1.18M 0.8%
17,341
-6,068
40
$1.15M 0.77%
50,574
+212
41
$1.14M 0.77%
17,854
+867
42
$1.13M 0.76%
26,991
+1,429
43
$1.06M 0.71%
20,030
+3,554
44
$970K 0.65%
4,313
+66
45
$942K 0.63%
6,240
+422
46
$892K 0.6%
1,864
-89
47
$884K 0.6%
5,588
-104
48
$857K 0.58%
14,243
+191
49
$846K 0.57%
2,308
+330
50
$821K 0.55%
17,238
-12
1
2
3 4 5