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
76
$417K 0.21%
7,336
-3,936
77
$390K 0.2%
15,895
-148
78
$377K 0.19%
3,495
-228
79
$368K 0.19%
8,755
-340
80
$359K 0.18%
9,054
-10
81
$330K 0.17%
1,671
-54
82
$330K 0.17%
+1,749
83
$325K 0.17%
+926
84
$318K 0.16%
1,367
-30
85
$304K 0.16%
683
+6
86
$304K 0.16%
1,232
+228
87
$295K 0.15%
478
+12
88
$283K 0.15%
375
89
$280K 0.14%
2,214
+14
90
$279K 0.14%
514
-4,640
91
$275K 0.14%
6,474
+40
92
$255K 0.13%
1,240
-1,490
93
$234K 0.12%
1,319
-15,600
94
$227K 0.12%
2,113
+37
95
$226K 0.12%
6,022
-820
96
$223K 0.11%
+4,057
97
$221K 0.11%
+3,663
98
$208K 0.11%
+793
99
$204K 0.1%
3,862
+4
100
$200K 0.1%
+3,268
1 2 3
4
5