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
$412M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$270K
2
+$208K
3
+$205K
4
LOW icon
Lowe's Companies
LOW
+$203K
5
TR icon
Tootsie Roll Industries
TR
+$188K

Top Sells

1
+$7.05M
2
+$5.67M
3
+$196K
4
CLX icon
Clorox
CLX
+$26.7K
5
ABBV icon
AbbVie
ABBV
+$19.7K

Sector Composition

1 Consumer Discretionary 18.67%
2 Industrials 18.27%
3 Technology 16.06%
4 Healthcare 14.26%
5 Consumer Staples 11.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.05%
4,993
52
$205K 0.05%
+3,046
53
$205K 0.05%
476
54
$203K 0.05%
+750
55
– –
-31,471
56
– –
-22,943
1 2
3