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
$149M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.65M
3
+$1.6M
4
CAVA icon
CAVA Group
CAVA
+$1.36M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.3M

Top Sells

1
+$1.71M
2
+$1.61M
3
+$1.55M
4
UNH icon
UnitedHealth
UNH
+$1.5M
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
101
– –
-3,218
102
– –
-18,861
1 2 3 4
5