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THWM

Taylor Hoffman Wealth Management Portfolio holdings

AUM $245M
1-Year Est. Return 26.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$615K
3
+$542K
4
JNJ icon
Johnson & Johnson
JNJ
+$457K
5
NOW icon
ServiceNow
NOW
+$456K

Top Sells

1
+$758K
2
+$700K
3
+$467K
4
HBI
Hanesbrands
HBI
+$429K
5
SCG
Scana
SCG
+$371K

Sector Composition

1 Consumer Staples 15.26%
2 Industrials 13.67%
3 Technology 13.51%
4 Financials 10.32%
5 Utilities 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
200
-220
352
$3K ﹤0.01%
14
353
$3K ﹤0.01%
100
354
$3K ﹤0.01%
14
355
$3K ﹤0.01%
76
356
$3K ﹤0.01%
259
357
$3K ﹤0.01%
16
358
$3K ﹤0.01%
45
359
$3K ﹤0.01%
68
360
$3K ﹤0.01%
+138
361
$3K ﹤0.01%
+32
362
$3K ﹤0.01%
170
363
$3K ﹤0.01%
150
364
$3K ﹤0.01%
30
365
$3K ﹤0.01%
37
366
$3K ﹤0.01%
32
367
$3K ﹤0.01%
21
368
$2K ﹤0.01%
78
369
$2K ﹤0.01%
+50
370
$2K ﹤0.01%
195
371
$2K ﹤0.01%
18
372
$2K ﹤0.01%
40
373
$2K ﹤0.01%
24
374
$2K ﹤0.01%
30
375
$2K ﹤0.01%
14
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16 17