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

Top Buys

1 +$309K
2 +$221K
3 +$211K
4
TXN icon
Texas Instruments
TXN
+$167K
5
SEIC icon
SEI Investments
SEIC
+$166K

Top Sells

1 +$5.32M
2 +$792K
3 +$599K
4
UNH icon
UnitedHealth
UNH
+$481K
5
XOM icon
Exxon Mobil
XOM
+$449K

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
426
-22
427
$0 ﹤0.01%
3