HWM

HFR Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.79%
This Quarter Est. Return
1 Year Est. Return
+11.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$270K
2
+$208K
3
+$205K
4
LOW icon
Lowe's Companies
LOW
+$203K
5
TR icon
Tootsie Roll Industries
TR
+$188K

Top Sells

1
+$7.05M
2
+$5.67M
3
+$196K
4
CLX icon
Clorox
CLX
+$26.7K
5
ABBV icon
AbbVie
ABBV
+$19.7K

Sector Composition

1 Consumer Discretionary 18.67%
2 Industrials 18.27%
3 Technology 16.06%
4 Healthcare 14.26%
5 Consumer Staples 11.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.81M 2.38%
40,429
+604
27
$9.61M 2.33%
99,942
+1,829
28
$8.79M 2.13%
54,219
+1,102
29
$8.66M 2.1%
288,087
+6,247
30
$8.14M 1.98%
111,728
+2,853
31
$7.92M 1.92%
32,857
+777
32
$2.07M 0.5%
3
33
$1.33M 0.32%
11,896
-61
34
$857K 0.21%
5,127
35
$711K 0.17%
4,290
36
$683K 0.17%
4,195
-164
37
$602K 0.15%
1,030
38
$599K 0.15%
4,941
-1,619
39
$555K 0.13%
2,460
40
$543K 0.13%
1,339
41
$477K 0.12%
3,238
42
$437K 0.11%
1,319
43
$426K 0.1%
3,636
44
$423K 0.1%
21,249
45
$408K 0.1%
2,231
-30
46
$389K 0.09%
1,845
47
$355K 0.09%
6,000
48
$283K 0.07%
1,433
-100
49
$270K 0.07%
+1,220
50
$233K 0.06%
559
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