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
76
$2.64M 0.54%
3,012
+169
77
$2.63M 0.54%
50,592
+7,975
78
$2.56M 0.52%
6,477
+3,350
79
$2.43M 0.5%
76,089
+14,969
80
$2.42M 0.49%
79,299
+30,117
81
$2.37M 0.48%
47,553
+4,804
82
$2.2M 0.45%
+32,306
83
$2.14M 0.44%
37,658
-17,009
84
$2.13M 0.44%
156,793
+12,946
85
$2.12M 0.43%
111,664
+20,071
86
$2.11M 0.43%
9,139
+5,521
87
$2.07M 0.42%
19,300
+1,547
88
$2M 0.41%
14,203
-9,304
89
$1.96M 0.4%
8,804
+365
90
$1.91M 0.39%
40,004
+813
91
$1.81M 0.37%
3,250
+65
92
$1.79M 0.37%
+8,608
93
$1.75M 0.36%
4,580
+172
94
$1.75M 0.36%
43,988
+8,341
95
$1.61M 0.33%
25,419
+515
96
$1.57M 0.32%
2,686
-27
97
$1.54M 0.32%
6,813
+438
98
$1.52M 0.31%
10,505
+421
99
$1.49M 0.31%
4,997
+4,180
100
$1.48M 0.3%
+20,274
2 3
4
5 6