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
$477M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.23M
3
+$2.88M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.07M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$898K

Top Sells

1
+$6.77M
2
+$3.83M
3
+$2.68M
4
LUMN icon
Lumen
LUMN
+$2.13M
5
IHRT icon
iHeartMedia
IHRT
+$1.27M

Sector Composition

1 Technology 20.63%
2 Financials 12.94%
3 Healthcare 11.63%
4 Consumer Discretionary 9.24%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.73%
7,757
-108
52
$3.4M 0.71%
96,312
-2,873
53
$3.4M 0.71%
64,412
+9,241
54
$3.33M 0.7%
30,880
+626
55
$3.3M 0.69%
11,790
-407
56
$3.22M 0.67%
40,996
-1,313
57
$3.21M 0.67%
59,083
+1,652
58
$3.16M 0.66%
188,954
-7,786
59
$3.08M 0.65%
76,055
-7,735
60
$3.06M 0.64%
49,718
-874
61
$3.01M 0.63%
14,266
+719
62
$3M 0.63%
34,873
-875
63
$2.97M 0.62%
8,237
+136
64
$2.97M 0.62%
22,994
-586
65
$2.92M 0.61%
31,000
+836
66
$2.92M 0.61%
34,088
-562
67
$2.89M 0.61%
30,029
+158
68
$2.83M 0.59%
42,813
-1,282
69
$2.79M 0.59%
40,048
+3,490
70
$2.69M 0.56%
107,672
-50,773
71
$2.6M 0.55%
42,353
-602
72
$2.6M 0.54%
9,167
-295
73
$2.53M 0.53%
3,021
+9
74
$2.48M 0.52%
51,945
+4,392
75
$2.44M 0.51%
23,349
-339
1 2
3
4 5