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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
$715M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$6.82M
3
+$5.36M
4
AEM icon
Agnico Eagle Mines
AEM
+$5.19M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$5.02M

Top Sells

1
+$7.9M
2
+$6.09M
3
+$5.35M
4
EA icon
Electronic Arts
EA
+$5.01M
5
MS icon
Morgan Stanley
MS
+$4.6M

Sector Composition

1 Technology 25.89%
2 Financials 8.32%
3 Industrials 7.74%
4 Consumer Discretionary 7.63%
5 Healthcare 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$287K 0.04%
953
227
$285K 0.04%
+6,728
228
$283K 0.04%
1,920
229
$281K 0.04%
5,300
230
$271K 0.04%
+2,805
231
$269K 0.04%
+2,426
232
$269K 0.04%
4,281
+339
233
$267K 0.04%
772
-3,071
234
$267K 0.04%
6,076
+236
235
$267K 0.04%
3,814
+278
236
$266K 0.04%
7,502
237
$265K 0.04%
5,420
-100
238
$256K 0.04%
1,564
-5,949
239
$252K 0.04%
4,434
240
$252K 0.04%
2,425
-5
241
$247K 0.03%
+7,000
242
$242K 0.03%
+3,005
243
$240K 0.03%
2,859
-34
244
$237K 0.03%
8,888
245
$235K 0.03%
+757
246
$235K 0.03%
+412
247
$229K 0.03%
+815
248
$229K 0.03%
+471
249
$226K 0.03%
3,793
-212
250
$225K 0.03%
+6,928
8 9
10
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