THWM

Taylor Hoffman Wealth Management Portfolio holdings

AUM $245M
1-Year Est. Return 26.27%
This Quarter Est. Return
1 Year Est. Return
+26.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1 +$7.89M
2 +$1.57M
3 +$1.3M
4
TROW icon
T. Rowe Price
TROW
+$1.29M
5
SNA icon
Snap-on
SNA
+$1.19M

Top Sells

1 +$934K
2 +$746K
3 +$445K
4
EA icon
Electronic Arts
EA
+$162K
5
VUG icon
Vanguard Growth ETF
VUG
+$153K

Sector Composition

1 Technology 26.09%
2 Industrials 14.16%
3 Consumer Staples 10.44%
4 Financials 8.87%
5 Consumer Discretionary 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$5K ﹤0.01%
+20
327
$5K ﹤0.01%
+500
328
$5K ﹤0.01%
+17
329
$5K ﹤0.01%
+333
330
$5K ﹤0.01%
+1,000
331
$5K ﹤0.01%
+16
332
$5K ﹤0.01%
+26
333
$4K ﹤0.01%
+24
334
$4K ﹤0.01%
+78
335
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+39
336
$4K ﹤0.01%
+21
337
$4K ﹤0.01%
+200
338
$4K ﹤0.01%
+235
339
$4K ﹤0.01%
+104
340
$4K ﹤0.01%
+400
341
$4K ﹤0.01%
+14
342
$4K ﹤0.01%
+1,000
343
$4K ﹤0.01%
+170
344
$4K ﹤0.01%
+160
345
$4K ﹤0.01%
+30
346
$3K ﹤0.01%
+260
347
$3K ﹤0.01%
+50
348
$3K ﹤0.01%
+195
349
$3K ﹤0.01%
+18
350
$3K ﹤0.01%
+259