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
$331M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.43M
3
+$184K
4
AMZN icon
Amazon
AMZN
+$153K
5
AMGN icon
Amgen
AMGN
+$147K

Top Sells

1
+$818K
2
+$481K
3
+$420K
4
DHR icon
Danaher
DHR
+$366K
5
COST icon
Costco
COST
+$340K

Sector Composition

1 Healthcare 15.92%
2 Industrials 15.49%
3 Consumer Discretionary 15.44%
4 Consumer Staples 15.44%
5 Technology 15.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$241K 0.07%
805
-2
52
$231K 0.07%
4,244
53
$227K 0.07%
3,046
-30
54
$220K 0.07%
1,267
55
$218K 0.07%
20,000
56
$217K 0.07%
2,022
57
$217K 0.07%
1,726
-6
58
$215K 0.06%
836
-34
59
$208K 0.06%
1,845
60
$203K 0.06%
3,874
61
– –
-2,286
1 2
3