THWM
Taylor Hoffman Wealth Management Portfolio holdings
AUM
$245M
This Quarter Return
+5.05%
1 Year Return
+26.27%
3 Year Return
+47.79%
5 Year Return
+140.52%
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.04%
Holding
454
New
451
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$5.74M |
| 2 |
Exxon Mobil
XOM
|
$4.06M |
| 3 |
Dominion Energy
D
|
$3.94M |
| 4 |
Philip Morris
PM
|
$3.21M |
| 5 |
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% |
