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
$489M
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.54M
3
+$6.9M
4
EQH icon
Equitable Holdings
EQH
+$4.52M
5
SWBI icon
Smith & Wesson
SWBI
+$3.83M

Top Sells

1
+$20M
2
+$4.27M
3
+$3.78M
4
CVX icon
Chevron
CVX
+$2.45M
5
MMM icon
3M
MMM
+$2.1M

Sector Composition

1 Technology 20.69%
2 Financials 12.8%
3 Healthcare 11.55%
4 Consumer Discretionary 9.69%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.77M 0.98%
30,810
+3,566
27
$4.72M 0.97%
56,610
+2,382
28
$4.72M 0.97%
20,495
+2,657
29
$4.58M 0.94%
80,391
+6,594
30
$4.58M 0.94%
320,578
+148,590
31
$4.55M 0.93%
12,040
+6,623
32
$4.52M 0.93%
+148,527
33
$4.41M 0.9%
20,415
+6,720
34
$4.32M 0.88%
162,523
+8,133
35
$4.27M 0.87%
158,445
-55,727
36
$4.26M 0.87%
14,845
+758
37
$4.24M 0.87%
108,310
+7,133
38
$4.23M 0.87%
17,304
+790
39
$4.14M 0.85%
60,158
+3,970
40
$4.11M 0.84%
24,967
+263
41
$4.08M 0.83%
27,528
+2,010
42
$4.04M 0.83%
97,883
+35,616
43
$3.9M 0.8%
99,185
+5,908
44
$3.83M 0.78%
+110,310
45
$3.7M 0.76%
7,865
+1,929
46
$3.69M 0.75%
23,860
+1,573
47
$3.64M 0.75%
57,431
+4,918
48
$3.64M 0.74%
11,409
+353
49
$3.63M 0.74%
74,779
+9,160
50
$3.62M 0.74%
68,309
+3,003
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