FHWM
Fox Hill Wealth Management Portfolio holdings
AUM
$214M
1-Year Est. Return
43.82%
1 Year Est. Return
+43.82%
AUM
$195M
AUM Growth
+$25.2M
(+15%)
Holding
140
Top Buys
| 1 | +$3.16M | |
| 2 | +$2.6M | |
| 3 | +$2.49M | |
| 4 |
NVIDIA
NVDA
|
+$2.11M |
| 5 |
NuScale Power
SMR
|
+$1.09M |
Top Sells
| 1 | +$2.77M | |
| 2 | +$2.53M | |
| 3 | +$2.52M | |
| 4 |
CAVA Group
CAVA
|
+$2.28M |
| 5 |
SPDR Gold Trust
GLD
|
+$1.31M |
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 | |
|---|---|---|---|---|---|---|
101
Red Cat Holdings
RCAT
$845M
| $120K | 0.06% |
16,420
-1,227
|
|
||
|
MMT
102
MFS Multimarket Income Trust
MMT
$258M
| $58.1K | 0.03% |
12,371
|
|
||
103
Allstate
ALL
$56.1B
| – | – |
-12,205
|
|
||
|
104
CAVA Group
CAVA
$5.48B
| – | – |
-26,330
|
|