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
76
$1.68M 0.58%
+7,355
77
$1.66M 0.58%
+38,250
78
$1.64M 0.57%
+4,759
79
$1.64M 0.57%
+18,327
80
$1.61M 0.56%
+11,725
81
$1.58M 0.55%
+20,298
82
$1.58M 0.55%
+29,438
83
$1.57M 0.55%
+25,602
84
$1.57M 0.55%
+42,224
85
$1.57M 0.55%
+21,994
86
$1.56M 0.54%
+34,671
87
$1.55M 0.54%
+1,299
88
$1.52M 0.53%
+6,340
89
$1.51M 0.52%
+47,721
90
$1.48M 0.52%
+15,821
91
$1.46M 0.51%
+3,897
92
$1.46M 0.51%
+9,866
93
$1.42M 0.49%
+23,980
94
$1.4M 0.49%
+3,955
95
$1.4M 0.49%
+6,024
96
$1.39M 0.48%
+7,045
97
$1.35M 0.47%
+6,205
98
$1.35M 0.47%
+5,592
99
$1.33M 0.46%
+35,310
100
$1.32M 0.46%
+5,259
2 3
4
5 6