HWM
Hohimer Wealth Management Portfolio holdings
AUM
$818M
1-Year Est. Return
30.11%
This Fund
S&P 500
1 Year Est. Return
+30.11%
AUM
$743M
AUM Growth
+$27.7M
(+3.9%)
Holding
379
Top Buys
| 1 | +$14.3M | |
| 2 | +$10.5M | |
| 3 | +$7.53M | |
| 4 |
USAR
USA Rare Earth Inc
USAR
|
+$6.14M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$6.07M |
Top Sells
| 1 | +$3.95M | |
| 2 | +$3.87M | |
| 3 | +$3.67M | |
| 4 |
Cameco
CCJ
|
+$3.63M |
| 5 |
PayPal
PYPL
|
+$3.53M |
Sector Composition
| 1 | Technology | 23.16% |
| 2 | Healthcare | 7.7% |
| 3 | Consumer Discretionary | 7.07% |
| 4 | Financials | 7.01% |
| 5 | Industrials | 6.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Amphastar Pharmaceuticals
AMPH
$808M
| – | – |
-11,972
|
|
||
377
Arthur J. Gallagher & Co
AJG
$49.3B
| – | – |
-7,976
|
|
||
378
Addus HomeCare
ADUS
$1.76B
| – | – |
-2,709
|
|
||
379
ACI Worldwide
ACIW
$4.15B
| – | – |
-4,118
|
|