HWM

Hohimer Wealth Management Portfolio holdings

AUM $564M
1-Year Est. Return 23.08%
This Quarter Est. Return
1 Year Est. Return
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$4.93M
3
+$4.67M
4
C icon
Citigroup
C
+$4.06M
5
TFC icon
Truist Financial
TFC
+$3.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.6%
2 Healthcare 14.86%
3 Financials 13.51%
4 Consumer Discretionary 11.61%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.8%
+12,854
27
$2.3M 0.8%
+47,905
28
$2.28M 0.79%
+35,455
29
$2.24M 0.78%
+33,460
30
$2.23M 0.78%
+14,922
31
$2.21M 0.77%
+43,623
32
$2.12M 0.74%
+25,628
33
$2.12M 0.74%
+6,524
34
$2.11M 0.73%
+34,310
35
$2.1M 0.73%
+7,435
36
$2.1M 0.73%
+11,154
37
$2.08M 0.72%
+123,114
38
$2.07M 0.72%
+43,432
39
$2.07M 0.72%
+70,790
40
$2.04M 0.71%
+96,560
41
$2.04M 0.71%
+18,842
42
$1.99M 0.69%
+74,408
43
$1.98M 0.69%
+22,302
44
$1.97M 0.69%
+9,538
45
$1.97M 0.68%
+48,051
46
$1.96M 0.68%
+32,929
47
$1.96M 0.68%
+9,539
48
$1.95M 0.68%
+11,993
49
$1.95M 0.68%
+19,879
50
$1.94M 0.68%
+35,291
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