HWM

Hohimer Wealth Management Portfolio holdings

AUM $743M
1-Year Est. Return 27.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$3.29M
3
+$1.85M
4
ETN icon
Eaton
ETN
+$1.78M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.73M

Top Sells

1
+$8.86M
2
+$3.73M
3
+$3.31M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.1M
5
DOCU
DocuSign
DOCU
+$1.31M

Sector Composition

1 Technology 25.61%
2 Financials 11.01%
3 Consumer Discretionary 7.71%
4 Healthcare 7.16%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
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