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
51
$1.08M 0.6%
6,522
+589
52
$1.04M 0.57%
4,218
+11
53
$939K 0.52%
4,246
+531
54
$899K 0.5%
2,951
+4
55
$889K 0.49%
+4,688
56
$846K 0.47%
15,548
-1,175
57
$837K 0.46%
5,163
-329
58
$786K 0.43%
+67,861
59
$782K 0.43%
+7,859
60
$684K 0.38%
5,644
+70
61
$683K 0.38%
10,724
-145
62
$611K 0.34%
15,490
+9,249
63
$587K 0.32%
3,983
-197
64
$522K 0.29%
1,876
-534
65
$509K 0.28%
8,602
+100
66
$507K 0.28%
1,250
+1
67
$506K 0.28%
9,816
-70
68
$469K 0.26%
8,349
-1,090
69
$440K 0.24%
16,461
-691
70
$422K 0.23%
472
-85
71
$421K 0.23%
9,698
-424
72
$413K 0.23%
1,849
-80
73
$390K 0.22%
3,330
+1,240
74
$356K 0.2%
4,373
-25
75
$351K 0.19%
434
1 2
3
4