HWM
HFR Wealth Management Portfolio holdings
AUM
$414M
1-Year Est. Return
15.57%
1 Year Est. Return
+15.57%
AUM
$411M
AUM Growth
+$5.98M
(+1.5%)
Holding
54
Top Buys
| 1 | +$235K | |
| 2 | +$226K | |
| 3 | +$158K | |
| 4 |
Becton Dickinson
BDX
|
+$149K |
| 5 |
Johnson & Johnson
JNJ
|
+$120K |
Top Sells
| 1 | +$237M | |
| 2 | +$315K | |
| 3 | +$291K | |
| 4 |
Cintas
CTAS
|
+$240K |
| 5 |
Costco
COST
|
+$237K |
Sector Composition
| 1 | Consumer Discretionary | 18.48% |
| 2 | Industrials | 17.78% |
| 3 | Technology | 15.81% |
| 4 | Healthcare | 13.29% |
| 5 | Consumer Staples | 12.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Spire
SR
$5.1B
| $238K | 0.06% |
3,046
|
|
||
52
Philip Morris
PM
$225B
| $235K | 0.06% |
+1,483
|
|
||
53
Verizon
VZ
$168B
| $226K | 0.06% |
+4,993
|
|
||
54
Walt Disney
DIS
$202B
| – | – |
-1,802
|
|