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
$398M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$394K
3
+$360K
4
SCHW icon
Charles Schwab
SCHW
+$337K
5
PG icon
Procter & Gamble
PG
+$289K

Top Sells

1
+$40.1K
2
+$21.1K
3
+$5.06K
4
MMM icon
3M
MMM
+$3.56K
5
XOM icon
Exxon Mobil
XOM
+$797

Sector Composition

1 Technology 19.1%
2 Industrials 17.19%
3 Consumer Discretionary 15.3%
4 Consumer Staples 15.12%
5 Healthcare 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$293K 0.07%
870
-119
52
$290K 0.07%
1,953
-24
53
$277K 0.07%
807
54
$272K 0.07%
1,303
55
$253K 0.06%
2,286
56
$242K 0.06%
1,402
57
$236K 0.06%
1,680
-36
58
$234K 0.06%
3,818
-13
59
$230K 0.06%
2,189
60
$229K 0.06%
+929
61
$229K 0.06%
+3,874
62
$226K 0.06%
+1,669
63
$216K 0.05%
+1,244
64
$208K 0.05%
+3,184
1 2
3