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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
301
$214K 0.03%
+2,567
302
$214K 0.03%
+5,122
303
$214K 0.03%
+3,773
304
$214K 0.03%
3,243
-23
305
$214K 0.03%
2,827
-640
306
$214K 0.03%
2,524
-869
307
$214K 0.03%
+2,809
308
$214K 0.03%
4,016
-540
309
$214K 0.03%
2,913
-958
310
$213K 0.03%
1,775
+34
311
$213K 0.03%
2,017
-326
312
$213K 0.03%
5,567
+486
313
$213K 0.03%
+3,315
314
$213K 0.03%
3,170
-367
315
$213K 0.03%
31,727
-10,797
316
$213K 0.03%
+2,945
317
$213K 0.03%
1,791
-235
318
$213K 0.03%
2,127
-148
319
$213K 0.03%
+2,377
320
$213K 0.03%
+1,516
321
$213K 0.03%
4,779
+289
322
$213K 0.03%
+4,096
323
$213K 0.03%
+3,975
324
$212K 0.03%
1,506
-1,053
325
$212K 0.03%
5,823
-77
11 12
13
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