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
51
$805K 0.54%
1,769
-136
52
$795K 0.54%
2,821
-729
53
$654K 0.44%
4,149
-462
54
$654K 0.44%
10,843
+164
55
$643K 0.43%
9,896
+290
56
$608K 0.41%
11,246
-470
57
$585K 0.39%
44,041
-247
58
$553K 0.37%
3,406
+134
59
$505K 0.34%
+662
60
$496K 0.33%
8,472
+112
61
$496K 0.33%
2,271
-19
62
$493K 0.33%
10,389
+42
63
$486K 0.33%
4,984
+17
64
$480K 0.32%
1,923
-5
65
$479K 0.32%
16,935
+211
66
$472K 0.32%
6,050
-68
67
$438K 0.3%
1,143
+215
68
$429K 0.29%
866
-2,950
69
$405K 0.27%
1,876
-28
70
$396K 0.27%
964
+61
71
$367K 0.25%
+1,857
72
$356K 0.24%
+17,150
73
$326K 0.22%
+3,230
74
$312K 0.21%
433
75
$306K 0.21%
3,245
+126
1 2
3
4 5