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
$163M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.55M
3
+$1.35M
4
LMT icon
Lockheed Martin
LMT
+$926K
5
NFLX icon
Netflix
NFLX
+$911K

Top Sells

1
+$1.12M
2
+$428K
3
+$405K
4
VST icon
Vistra
VST
+$328K
5
SMCI icon
Super Micro Computer
SMCI
+$326K

Sector Composition

1 Technology 35.76%
2 Healthcare 13.34%
3 Consumer Discretionary 9.96%
4 Utilities 8.77%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 1.17%
19,117
+715
27
$1.88M 1.15%
3,223
-189
28
$1.75M 1.07%
12,414
+84
29
$1.75M 1.07%
3,752
+1,983
30
$1.64M 1.01%
26,240
+590
31
$1.56M 0.96%
58,846
+8,272
32
$1.49M 0.91%
14,387
-217
33
$1.49M 0.91%
9,300
-2,020
34
$1.44M 0.88%
49,986
+1,064
35
$1.41M 0.86%
19,123
+826
36
$1.35M 0.83%
+19,868
37
$1.34M 0.82%
11,063
-48
38
$1.33M 0.81%
17,424
+851
39
$1.31M 0.8%
3,214
-182
40
$1.29M 0.79%
18,207
+1,047
41
$1.29M 0.79%
18,275
+421
42
$1.26M 0.77%
29,068
+2,077
43
$1.25M 0.76%
15,873
+709
44
$1.2M 0.73%
22,342
+2,312
45
$1.1M 0.67%
4,207
-106
46
$1.08M 0.66%
5,933
-307
47
$1.01M 0.62%
16,709
-632
48
$995K 0.61%
14,695
+452
49
$851K 0.52%
1,953
+89
50
$803K 0.49%
5,492
-96
1
2
3 4