FHWM

Fox Hill Wealth Management Portfolio holdings

AUM $215M
1-Year Est. Return 41.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.67M
3
+$2.56M
4
NVDA icon
NVIDIA
NVDA
+$1.68M
5
KO icon
Coca-Cola
KO
+$836K

Top Sells

1
+$2.58M
2
+$2.53M
3
+$2.43M
4
CAVA icon
CAVA Group
CAVA
+$2.28M
5
GLD icon
SPDR Gold Trust
GLD
+$1.3M

Sector Composition

1 Technology 35.79%
2 Utilities 10.78%
3 Industrials 10.37%
4 Communication Services 8.77%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.28%
5,369
+46
27
$2.24M 1.15%
54,840
+668
28
$1.97M 1.01%
48,732
+1,077
29
$1.93M 0.99%
58,836
-610
30
$1.91M 0.98%
3,813
-1,860
31
$1.83M 0.94%
22,042
+823
32
$1.78M 0.92%
18,584
+632
33
$1.73M 0.89%
20,528
+1,082
34
$1.71M 0.88%
16,180
+40
35
$1.71M 0.88%
16,378
+450
36
$1.67M 0.86%
10,456
+24
37
$1.66M 0.85%
6,031
-1,343
38
$1.56M 0.8%
5,346
+2,209
39
$1.51M 0.78%
37,257
+2,505
40
$1.47M 0.76%
15,039
-43
41
$1.47M 0.75%
11,038
+152
42
$1.45M 0.75%
20,910
+839
43
$1.44M 0.74%
9,829
+110
44
$1.3M 0.67%
2,640
+98
45
$1.27M 0.65%
3,270
+110
46
$1.24M 0.64%
4,210
-145
47
$1.2M 0.62%
86,406
+7,968
48
$1.2M 0.62%
17,197
-147
49
$1.18M 0.61%
8,296
-240
50
$1.16M 0.6%
4,156
+113
1
2
3 4 5