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
$104M
AUM Growth
-$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.1M
3
+$1.04M
4
SPGI icon
S&P Global
SPGI
+$994K
5
EA icon
Electronic Arts
EA
+$922K

Top Sells

1
+$6.95M
2
+$1.5M
3
+$1.03M
4
HRB icon
H&R Block
HRB
+$886K
5
MSFT icon
Microsoft
MSFT
+$879K

Sector Composition

1 Technology 22.13%
2 Industrials 15.71%
3 Consumer Staples 12.33%
4 Financials 8.25%
5 Communication Services 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
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