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
$237M
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.26M
3
+$2.23M
4
DOW icon
Dow Inc
DOW
+$2.14M
5
CVX icon
Chevron
CVX
+$1.83M

Top Sells

1
+$3.83M
2
+$2.38M
3
+$2.23M
4
D icon
Dominion Energy
D
+$2.12M
5
EXPE icon
Expedia Group
EXPE
+$2.04M

Sector Composition

1 Technology 21.51%
2 Healthcare 17.34%
3 Financials 13.25%
4 Industrials 9.6%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 1.01%
40,290
+23
27
$2.31M 0.98%
27,307
+5,005
28
$2.28M 0.96%
36,375
-1,875
29
$2.26M 0.96%
7,337
-98
30
$2.23M 0.94%
+10,935
31
$2.21M 0.93%
42,489
-1,134
32
$2.2M 0.93%
53,067
+9,635
33
$2.19M 0.93%
35,040
-415
34
$2.09M 0.88%
56,722
+3,239
35
$2.02M 0.86%
19,702
-177
36
$2.01M 0.85%
49,116
+42,161
37
$2M 0.85%
37,601
+7,364
38
$1.98M 0.84%
24,037
-433
39
$1.97M 0.83%
11,493
+339
40
$1.97M 0.83%
54,127
+18,967
41
$1.95M 0.82%
33,684
-626
42
$1.95M 0.82%
7,204
-1,342
43
$1.92M 0.81%
48,225
+13,725
44
$1.92M 0.81%
72,420
+1,630
45
$1.9M 0.8%
12,567
-287
46
$1.89M 0.8%
36,785
-845
47
$1.85M 0.78%
11,737
-256
48
$1.77M 0.75%
5,169
-1,355
49
$1.72M 0.73%
4,545
-246
50
$1.69M 0.71%
18,584
-4,442
1
2
3 4 5