HWM
HFR Wealth Management Portfolio holdings
AUM
$424M
1-Year Est. Return
12.72%
This Fund
S&P 500
1 Year Est. Return
+12.72%
AUM
$424M
AUM Growth
-$12.6M
(-2.9%)
Holding
52
Top Buys
| 1 | +$4.5M | |
| 2 | +$203K | |
| 3 | +$113K | |
| 4 |
Dover
DOV
|
+$97.1K |
| 5 |
NextEra Energy
NEE
|
+$96.7K |
Top Sells
| 1 | +$8.37M | |
| 2 | +$6.42M | |
| 3 | +$1.74M | |
| 4 |
Veralto
VLTO
|
+$432K |
| 5 |
Clorox
CLX
|
+$273K |
Sector Composition
| 1 | Consumer Discretionary | 20.03% |
| 2 | Industrials | 19.11% |
| 3 | Technology | 18.78% |
| 4 | Financials | 11.57% |
| 5 | Healthcare | 10.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Becton Dickinson
BDX
$43.8B
| – | – |
-34,285
|
|
||
|
52
Clorox
CLX
$12.3B
| – | – |
-2,217
|
|