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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
251
$223K 0.03%
+1,308
252
$222K 0.03%
5,231
253
$221K 0.03%
3,803
+102
254
$219K 0.03%
3,220
+18
255
$219K 0.03%
6,778
+573
256
$218K 0.03%
1,898
-526
257
$218K 0.03%
3,729
-129
258
$218K 0.03%
+5,460
259
$218K 0.03%
+4,352
260
$218K 0.03%
+2,615
261
$217K 0.03%
+8,641
262
$217K 0.03%
12,942
-1,530
263
$217K 0.03%
11,978
+868
264
$217K 0.03%
+4,118
265
$217K 0.03%
4,440
+126
266
$217K 0.03%
13,232
+3,205
267
$217K 0.03%
13,642
+1,572
268
$217K 0.03%
+38,468
269
$216K 0.03%
+9,432
270
$216K 0.03%
9,991
+1,311
271
$216K 0.03%
+3,483
272
$216K 0.03%
+11,853
273
$216K 0.03%
5,175
+63
274
$216K 0.03%
+5,700
275
$216K 0.03%
+6,677
9 10
11
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