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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
51
$4.15M 0.58%
+14,382
52
$4.15M 0.58%
+577,334
53
$4.06M 0.57%
5,944
-973
54
$4.04M 0.57%
21,813
+112
55
$4.03M 0.56%
12,289
-28
56
$4.02M 0.56%
163,546
+39,520
57
$3.99M 0.56%
+52,217
58
$3.99M 0.56%
34,828
+19,122
59
$3.96M 0.55%
21,696
+15,093
60
$3.95M 0.55%
+278,697
61
$3.92M 0.55%
19,153
+3,681
62
$3.87M 0.54%
32,656
+2,756
63
$3.83M 0.54%
6,287
-581
64
$3.8M 0.53%
+108,971
65
$3.79M 0.53%
12,910
-443
66
$3.77M 0.53%
117,807
+68,758
67
$3.67M 0.51%
13,138
-1,338
68
$3.67M 0.51%
+201,100
69
$3.66M 0.51%
25,841
-127
70
$3.63M 0.51%
+43,255
71
$3.62M 0.51%
230,449
+212,980
72
$3.61M 0.51%
9,655
+657
73
$3.59M 0.5%
27,375
-584
74
$3.55M 0.5%
69,902
-8,004
75
$3.53M 0.49%
37,392
+596
1 2
3
4 5