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
76
$1.22M 0.52%
3,878
-77
77
$1.22M 0.51%
57,635
78
$1.2M 0.51%
11,304
-353
79
$1.18M 0.5%
62,386
-1,519
80
$1.17M 0.5%
+13,422
81
$1.17M 0.49%
6,072
+43
82
$1.17M 0.49%
56,380
-1,315
83
$1.16M 0.49%
9,648
+98
84
$1.16M 0.49%
13,006
+1,273
85
$1.15M 0.49%
7,969
+2,331
86
$1.14M 0.48%
9,716
+1,913
87
$1.13M 0.48%
6,621
+183
88
$1.12M 0.47%
60,672
+28,811
89
$1.11M 0.47%
+12,174
90
$1.1M 0.47%
160,088
+36,974
91
$1.1M 0.46%
+1,085
92
$1.09M 0.46%
14,892
-5,406
93
$1.09M 0.46%
+64,734
94
$1.08M 0.46%
1,020
-279
95
$1.07M 0.45%
7,642
+4,748
96
$1.05M 0.44%
20,310
-331
97
$1.03M 0.44%
4,078
98
$1.03M 0.44%
20,270
+9,679
99
$970K 0.41%
14,375
+2,400
100
$969K 0.41%
17,636
-3,318
2 3
4
5 6