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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
$431M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.99M
3
+$4.45M
4
AMGN icon
Amgen
AMGN
+$4.25M
5
SYF icon
Synchrony
SYF
+$4.24M

Top Sells

1
+$6.7M
2
+$6.03M
3
+$5.66M
4
ARES icon
Ares Management
ARES
+$5.35M
5
VLO icon
Valero Energy
VLO
+$4.56M

Sector Composition

1 Technology 24.59%
2 Financials 11.58%
3 Healthcare 10.74%
4 Consumer Discretionary 7.36%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-14,541
252
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-19,314
253
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-8,863
254
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-47,328
255
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-1,827
256
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-48,482
257
– –
-90,002
258
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-1,362
259
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-57,763
260
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261
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-2,865
262
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263
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-16,273
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