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
351
$3K ﹤0.01%
+50
352
$3K ﹤0.01%
+150
353
$3K ﹤0.01%
+68
354
$2K ﹤0.01%
+62
355
$2K ﹤0.01%
+37
356
$2K ﹤0.01%
+600
357
$2K ﹤0.01%
+18
358
$2K ﹤0.01%
+40
359
$2K ﹤0.01%
+30
360
$2K ﹤0.01%
+300
361
$2K ﹤0.01%
+1,000
362
$2K ﹤0.01%
+79
363
$2K ﹤0.01%
+28
364
$2K ﹤0.01%
+30
365
$2K ﹤0.01%
+428
366
$2K ﹤0.01%
+44
367
$2K ﹤0.01%
+31
368
$2K ﹤0.01%
+50
369
$2K ﹤0.01%
+40
370
$1K ﹤0.01%
+78
371
$1K ﹤0.01%
+38
372
$1K ﹤0.01%
+24
373
$1K ﹤0.01%
+75
374
$1K ﹤0.01%
+22
375
$1K ﹤0.01%
+68
13 14
15
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