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
51
$1.04M 0.53%
9,458
-134
52
$1.04M 0.53%
5,874
+30
53
$916K 0.47%
+1,731
54
$885K 0.45%
14,947
+159
55
$867K 0.45%
3,370
+1,412
56
$858K 0.44%
+5,263
57
$851K 0.44%
2,637
-842
58
$830K 0.43%
+11,738
59
$829K 0.43%
1,131
-1,025
60
$758K 0.39%
5,845
+1,122
61
$711K 0.37%
10,579
+68
62
$611K 0.31%
18,153
+3,220
63
$586K 0.3%
+10,471
64
$576K 0.3%
24,831
-317
65
$575K 0.3%
10,234
-293
66
$543K 0.28%
3,790
-327
67
$538K 0.28%
3,376
+1,763
68
$507K 0.26%
8,088
-292
69
$482K 0.25%
3,546
-20
70
$457K 0.23%
17,917
+1
71
$450K 0.23%
1,164
-259
72
$440K 0.23%
7,069
-75
73
$437K 0.22%
1,192
74
$435K 0.22%
9,314
+181
75
$425K 0.22%
6,160
-225
1 2
3
4 5