HWM

HFR Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 15.57%
This Quarter Est. Return
1 Year Est. Return
+15.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.3M
3
+$11.8M
4
AMZN icon
Amazon
AMZN
+$10.8M
5
SCHW icon
Charles Schwab
SCHW
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.38%
2 Consumer Discretionary 16.24%
3 Technology 15.3%
4 Consumer Staples 14.43%
5 Healthcare 12.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$317K 0.1%
+1,169
52
$293K 0.09%
+1,338
53
$242K 0.07%
+3,831
54
$217K 0.07%
+2,286
55
$216K 0.07%
+2,189
56
$208K 0.06%
+1,402
57
$208K 0.06%
+929
58
$200K 0.06%
+1,726
1 2
3