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
$405M
AUM Growth
-$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$308K
3
+$201K
4
NEE icon
NextEra Energy
NEE
+$129K
5
UNH icon
UnitedHealth
UNH
+$55.6K

Top Sells

1
+$285K
2
+$273K
3
+$270K
4
VZ icon
Verizon
VZ
+$224K
5
MSFT icon
Microsoft
MSFT
+$205K

Sector Composition

1 Consumer Discretionary 19.25%
2 Industrials 17.57%
3 Technology 16.98%
4 Healthcare 12.6%
5 Consumer Staples 12.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207K 0.05%
3,046
52
$201K 0.05%
+1,802
53
– –
-1,220
54
– –
-750
55
– –
-476
56
– –
-4,993
1 2
3