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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$4.06M
3
+$3.94M
4
PM icon
Philip Morris
PM
+$3.21M
5
CSX icon
CSX Corp
CSX
+$2.72M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 16.59%
2 Industrials 15.79%
3 Technology 10.45%
4 Utilities 9.38%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
+195
377
$3K ﹤0.01%
+928
378
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+71
379
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380
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382
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+42
383
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+44
384
$3K ﹤0.01%
+300
385
$3K ﹤0.01%
+262
386
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+50
387
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395
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396
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+50
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398
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399
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400
$2K ﹤0.01%
+24
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