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
51
$3.59M 0.73%
196,740
+141,691
52
$3.56M 0.73%
39,997
+2,022
53
$3.51M 0.72%
11,686
+801
54
$3.46M 0.71%
+54,355
55
$3.41M 0.7%
30,254
+1,856
56
$3.37M 0.69%
23,580
+1,956
57
$3.32M 0.68%
12,197
+1,010
58
$3.29M 0.67%
42,309
+7,664
59
$3.18M 0.65%
36,558
+1,907
60
$3.17M 0.65%
55,171
+5,246
61
$3.17M 0.65%
13,547
+976
62
$3.07M 0.63%
31,718
-724
63
$3.05M 0.62%
35,748
-13,245
64
$3.05M 0.62%
9,462
+986
65
$3.04M 0.62%
34,650
+8,164
66
$3.02M 0.62%
22,312
+3,302
67
$3.02M 0.62%
29,871
+13,842
68
$2.97M 0.61%
44,095
+3,126
69
$2.96M 0.61%
83,790
+26,370
70
$2.94M 0.6%
8,101
+1,147
71
$2.9M 0.59%
30,164
+1,662
72
$2.76M 0.57%
23,688
+7,640
73
$2.71M 0.56%
25,431
+11,419
74
$2.66M 0.54%
88,636
+15,045
75
$2.64M 0.54%
42,955
+6,306
1 2
3
4 5