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
451
0
452
$0 ﹤0.01%
+8
453
$0 ﹤0.01%
+2
454
0