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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
26
$5.77M 0.81%
43,098
-5,411
27
$5.72M 0.8%
18,832
+9,556
28
$5.63M 0.79%
16,506
+348
29
$5.29M 0.74%
+240,270
30
$5.23M 0.73%
5,403
-894
31
$5.18M 0.72%
28,986
-14,451
32
$4.93M 0.69%
43,843
-6,763
33
$4.93M 0.69%
10,029
-303
34
$4.88M 0.68%
29,324
+5,203
35
$4.84M 0.68%
+134,404
36
$4.77M 0.67%
9,557
+1,441
37
$4.77M 0.67%
11,370
-1,256
38
$4.75M 0.66%
30,617
+22,811
39
$4.75M 0.66%
56,579
+9,170
40
$4.72M 0.66%
28,226
+3,074
41
$4.71M 0.66%
30,686
+21,100
42
$4.7M 0.66%
33,482
+8,443
43
$4.63M 0.65%
+14,319
44
$4.61M 0.65%
31,670
-20,995
45
$4.59M 0.64%
16,266
+1,669
46
$4.48M 0.63%
66,752
+4,892
47
$4.46M 0.62%
11,006
-282
48
$4.33M 0.61%
54,876
-33,929
49
$4.23M 0.59%
129,629
-14,314
50
$4.15M 0.58%
+85,911
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