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
$124M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1 +$315K
2 +$230K
3 +$197K
4
SEIC icon
SEI Investments
SEIC
+$173K
5
TXN icon
Texas Instruments
TXN
+$171K

Top Sells

1 +$5.4M
2 +$830K
3 +$542K
4
UNH icon
UnitedHealth
UNH
+$489K
5
XOM icon
Exxon Mobil
XOM
+$445K

Sector Composition

1 Industrials 14.96%
2 Technology 14.6%
3 Consumer Staples 14.2%
4 Financials 9.93%
5 Utilities 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$1K ﹤0.01%
+68
402
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32
403
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22
404
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82
405
$1K ﹤0.01%
15
406
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62
407
$1K ﹤0.01%
262
408
-2,000
409
$0 ﹤0.01%
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$0 ﹤0.01%
3
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$0 ﹤0.01%
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