HWM

HFR Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.79%
This Quarter Est. Return
1 Year Est. Return
+11.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$175K
3
+$172K
4
JNJ icon
Johnson & Johnson
JNJ
+$172K
5
HSIC icon
Henry Schein
HSIC
+$154K

Top Sells

1
+$161M
2
+$8.76M
3
+$914K
4
VZ icon
Verizon
VZ
+$177K
5
AMZN icon
Amazon
AMZN
+$157K

Sector Composition

1 Industrials 18.97%
2 Consumer Discretionary 18.27%
3 Technology 15.23%
4 Healthcare 14.23%
5 Consumer Staples 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$257K 0.07%
643
-150
52
$252K 0.07%
1,600
-170
53
$238K 0.06%
1,533
1 2
3