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
51
$1.91M 0.67%
+34,970
52
$1.89M 0.66%
+52,400
53
$1.88M 0.65%
+21,300
54
$1.88M 0.65%
+37,630
55
$1.87M 0.65%
+4,791
56
$1.86M 0.65%
+28,604
57
$1.86M 0.65%
+15,419
58
$1.84M 0.64%
+26,694
59
$1.82M 0.63%
+28,100
60
$1.82M 0.63%
+23,913
61
$1.81M 0.63%
+23,026
62
$1.8M 0.63%
+12,927
63
$1.79M 0.62%
+20,954
64
$1.79M 0.62%
+36,982
65
$1.78M 0.62%
+30,237
66
$1.77M 0.61%
+29,000
67
$1.75M 0.61%
+7,961
68
$1.74M 0.61%
+57,695
69
$1.73M 0.6%
+7,894
70
$1.72M 0.6%
+15,390
71
$1.72M 0.6%
+34,500
72
$1.72M 0.6%
+14,664
73
$1.71M 0.59%
+34,029
74
$1.69M 0.59%
+19,478
75
$1.69M 0.59%
+11,657
1 2
3
4 5