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
$218M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$1.63M
3 +$1.61M
4
BND icon
Vanguard Total Bond Market
BND
+$821K
5
AWI icon
Armstrong World Industries
AWI
+$461K

Top Sells

1 +$1.33M
2 +$662K
3 +$603K
4
NVDA icon
NVIDIA
NVDA
+$248K
5
ADBE icon
Adobe
ADBE
+$209K

Sector Composition

1 Technology 28.08%
2 Industrials 15.67%
3 Financials 10.01%
4 Consumer Discretionary 8.83%
5 Consumer Staples 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-19,000
127
-23,348