HWM

Hohimer Wealth Management Portfolio holdings

AUM $715M
1-Year Est. Return 25.2%
This Quarter Est. Return
1 Year Est. Return
+25.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.26M
3
+$2.23M
4
DOW icon
Dow Inc
DOW
+$2.14M
5
CVX icon
Chevron
CVX
+$1.83M

Top Sells

1
+$3.83M
2
+$2.38M
3
+$2.23M
4
D icon
Dominion Energy
D
+$2.12M
5
EXPE icon
Expedia Group
EXPE
+$2.04M

Sector Composition

1 Technology 21.51%
2 Healthcare 17.34%
3 Financials 13.25%
4 Industrials 9.6%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-7,647
227
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-34,994
228
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-4,400
229
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-1,530
230
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-20,525
231
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-2,750
232
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-10,673
233
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-10,618
234
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-74,408
235
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-6,040
236
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-71,122
237
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-5,822
238
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-21,992
239
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-25,602
240
– –
-1,254
241
– –
-7,961
6 7 8 9
10