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HWM

Hohimer Wealth Management Portfolio holdings

AUM $818M
1-Year Est. Return 30.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.11%
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
+$3.57M
2
+$3.16M
3
+$3.02M
4
DOW icon
Dow Inc
DOW
+$2.64M
5
BABA icon
Alibaba
BABA
+$2.28M

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 9.14%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-11,725
227
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-5,565
228
– –
-11,857
229
– –
-18,327
230
– –
-26,694
231
– –
-45,785
232
– –
-7,760
233
– –
-7,116
234
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-195
235
– –
-21,994
236
– –
-19,735
237
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-15,390
238
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-7,451
239
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-29,438
240
– –
-1,254
6 7 8 9
10