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
51
$801K 0.49%
16,723
-515
52
$751K 0.46%
2,947
+126
53
$654K 0.4%
4,180
+31
54
$645K 0.39%
10,869
+26
55
$643K 0.39%
3,715
+2,639
56
$623K 0.38%
9,886
-10
57
$602K 0.37%
2,410
+487
58
$576K 0.35%
3,495
+89
59
$560K 0.34%
5,574
+590
60
$495K 0.3%
17,152
+217
61
$495K 0.3%
9,439
-1,807
62
$476K 0.29%
8,502
+30
63
$462K 0.28%
10,122
-267
64
$438K 0.27%
557
-105
65
$430K 0.26%
1,249
+106
66
$413K 0.25%
2,017
-5,448
67
$374K 0.23%
1,929
+72
68
$367K 0.22%
1,842
+167
69
$360K 0.22%
17,212
+62
70
$336K 0.21%
26,761
-17,280
71
$327K 0.2%
4,398
-1,652
72
$313K 0.19%
668
-19
73
$302K 0.19%
809
-155
74
$298K 0.18%
3,265
+20
75
$290K 0.18%
1,800
1 2
3
4