HWM
HFR Wealth Management Portfolio holdings
AUM
$424M
1-Year Est. Return
12.72%
This Fund
S&P 500
1 Year Est. Return
+12.72%
AUM
$436M
AUM Growth
+$22.3M
(+5.4%)
Holding
52
Top Buys
| 1 | +$11.1M | |
| 2 | +$238K | |
| 3 | +$154K | |
| 4 |
NextEra Energy
NEE
|
+$126K |
| 5 |
Union Pacific
UNP
|
+$110K |
Top Sells
| 1 | +$1.78M | |
| 2 | +$404K | |
| 3 | +$200K | |
| 4 |
Amazon
AMZN
|
+$161K |
| 5 |
TJX Companies
TJX
|
+$114K |
Sector Composition
| 1 | Consumer Discretionary | 19.44% |
| 2 | Industrials | 19.07% |
| 3 | Technology | 18.22% |
| 4 | Consumer Staples | 11.52% |
| 5 | Financials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Verizon
VZ
$213B
| $219K | 0.05% |
4,993
|
|
||
52
Honeywell
HON
$142B
| – | – |
-860
|
|