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
$181M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.09M
3
+$1.39M
4
PG icon
Procter & Gamble
PG
+$1.22M
5
PHO icon
Invesco Water Resources ETF
PHO
+$980K

Top Sells

1
+$3.2M
2
+$1.48M
3
+$899K
4
PANW icon
Palo Alto Networks
PANW
+$373K
5
F icon
Ford
F
+$336K

Sector Composition

1 Technology 32.64%
2 Healthcare 11.31%
3 Consumer Discretionary 9.87%
4 Utilities 9.8%
5 Industrials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.22%
27,356
+7,488
27
$2.09M 1.15%
+56,211
28
$2.07M 1.14%
12,132
-2,180
29
$2.06M 1.14%
18,654
-122
30
$1.86M 1.02%
3,516
+1,563
31
$1.82M 1%
10,524
+7,029
32
$1.71M 0.94%
49,354
-632
33
$1.68M 0.93%
18,887
-236
34
$1.67M 0.92%
58,860
+14
35
$1.6M 0.88%
18,252
+45
36
$1.56M 0.86%
3,147
-76
37
$1.55M 0.86%
13,617
-770
38
$1.55M 0.85%
18,338
+63
39
$1.55M 0.85%
3,294
+80
40
$1.53M 0.84%
15,924
+51
41
$1.53M 0.84%
8,859
-441
42
$1.49M 0.82%
11,061
-2
43
$1.47M 0.81%
17,581
+157
44
$1.46M 0.81%
22,202
-140
45
$1.41M 0.78%
29,496
+428
46
$1.39M 0.77%
+51,578
47
$1.3M 0.72%
22,555
-3,685
48
$1.29M 0.71%
18,326
+13,897
49
$1.26M 0.69%
16,258
-451
50
$1.18M 0.65%
14,669
-26
1
2
3 4