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
51
$1.68M 0.71%
33,265
-764
52
$1.64M 0.69%
9,942
+404
53
$1.63M 0.69%
21,496
+196
54
$1.63M 0.69%
7,475
+1,270
55
$1.63M 0.69%
29,044
+5,131
56
$1.63M 0.69%
42,539
+7,868
57
$1.62M 0.68%
34,522
+10,542
58
$1.6M 0.68%
8,325
+1,280
59
$1.59M 0.67%
8,243
+6,892
60
$1.57M 0.66%
48,272
-1,200
61
$1.56M 0.66%
19,473
-5
62
$1.56M 0.66%
5,808
-2,086
63
$1.54M 0.65%
11,992
+2,126
64
$1.52M 0.64%
35,438
+6,438
65
$1.52M 0.64%
4,399
-360
66
$1.5M 0.63%
+31,258
67
$1.48M 0.63%
14,427
-237
68
$1.45M 0.61%
45,614
+10,323
69
$1.41M 0.59%
4,238
-224
70
$1.33M 0.56%
88,834
-7,726
71
$1.33M 0.56%
7,287
-68
72
$1.33M 0.56%
5,847
-177
73
$1.3M 0.55%
10,058
+3,248
74
$1.26M 0.53%
+30,262
75
$1.22M 0.52%
47,039
-682
1 2
3
4 5