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
$170M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$1.66M
3
+$1.43M
4
CHH icon
Choice Hotels
CHH
+$1.39M
5
SEIC icon
SEI Investments
SEIC
+$1.27M

Top Sells

1
+$3.1M
2
+$1.3M
3
+$1.02M
4
MKL icon
Markel Group
MKL
+$918K
5
ADBE icon
Adobe
ADBE
+$864K

Sector Composition

1 Technology 26.75%
2 Industrials 15.24%
3 Consumer Staples 9.05%
4 Consumer Discretionary 8.7%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
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