HWM

HFR Wealth Management Portfolio holdings

AUM $407M
1-Year Est. Return 7.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$3.76M
3 +$15.5K

Top Sells

1 +$11.7M
2 +$573K
3 +$503K
4
AMZN icon
Amazon
AMZN
+$431K
5
COST icon
Costco
COST
+$392K

Sector Composition

1 Consumer Discretionary 19.43%
2 Industrials 19.17%
3 Technology 14.82%
4 Consumer Staples 11.2%
5 Financials 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBM icon
51
IBM
IBM
$205B
-783