FHWM
Fox Hill Wealth Management Portfolio holdings
AUM
$215M
1-Year Est. Return
41.49%
This Fund
S&P 500
1 Year Est. Return
+41.49%
AUM
$214M
AUM Growth
+$19.1M
(+9.8%)
Holding
136
Top Buys
| 1 | +$2.29M | |
| 2 | +$2.04M | |
| 3 | +$501K | |
| 4 |
Corning
GLW
|
+$438K |
| 5 |
Netflix
NFLX
|
+$398K |
Top Sells
| 1 | +$3.36M | |
| 2 | +$858K | |
| 3 | +$758K | |
| 4 |
Arista Networks
ANET
|
+$571K |
| 5 |
Abbott
ABT
|
+$482K |
Sector Composition
| 1 | Technology | 37.92% |
| 2 | Utilities | 11.22% |
| 3 | Industrials | 10.43% |
| 4 | Communication Services | 8.33% |
| 5 | Consumer Discretionary | 6.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Lowe's Companies
LOW
$143B
| $231K | 0.11% |
+919
|
|
||
102
Labcorp
LH
$22.7B
| $231K | 0.11% |
804
+11
|
|
||
103
Shopify
SHOP
$176B
| $230K | 0.11% |
+1,548
|
|
||
104
Intuitive Surgical
ISRG
$176B
| $219K | 0.1% |
489
-25
|
|
||
105
JPMorgan Chase
JPM
$791B
| $217K | 0.1% |
+688
|
|
||
|
MMT
106
MFS Multimarket Income Trust
MMT
$254M
| $59.1K | 0.03% |
12,371
|
|
||
107
Novo Nordisk
NVO
$174B
| – | – |
-6,160
|
|
||
108
Red Cat Holdings
RCAT
$1.8B
| – | – |
-16,420
|
|
||
|
CRWV
109
CoreWeave Inc
CRWV
$38.9B
| – | – |
-5,263
|
|
||
|
110
Abbott
ABT
$193B
| – | – |
-3,546
|
|
||
111
BJs Wholesale Club
BJ
$12.9B
| – | – |
-31,189
|
|
||
112
Boston Scientific
BSX
$108B
| – | – |
-2,113
|
|
||
113
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
| – | – |
-3,862
|
|
||
114
Inspire Medical Systems
INSP
$1.79B
| – | – |
-5,845
|
|
||
115
ServiceNow
NOW
$126B
| – | – |
-1,240
|
|