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
76
$2.42M 0.51%
33,461
+1,155
77
$2.39M 0.5%
24,904
-527
78
$2.37M 0.5%
5,272
-1,205
79
$2.35M 0.49%
18,463
-3,849
80
$2.29M 0.48%
78,396
-903
81
$2.28M 0.48%
44,455
+6,797
82
$2.23M 0.47%
19,839
+539
83
$2.2M 0.46%
9,139
84
$2.16M 0.45%
87,304
-1,332
85
$2.09M 0.44%
3,226
-24
86
$2.07M 0.43%
110,034
-1,630
87
$1.94M 0.41%
70,598
-5,491
88
$1.87M 0.39%
13,987
-216
89
$1.82M 0.38%
40,004
90
$1.77M 0.37%
22,236
+222
91
$1.76M 0.37%
6,798
-15
92
$1.7M 0.36%
4,567
-13
93
$1.7M 0.36%
28,681
-45,244
94
$1.68M 0.35%
7,552
-1,252
95
$1.64M 0.34%
25,419
96
$1.63M 0.34%
2,851
-35
97
$1.57M 0.33%
8,652
+44
98
$1.51M 0.32%
42,822
-1,166
99
$1.48M 0.31%
2,371
-6
100
$1.45M 0.3%
2,526
-160
2 3
4
5 6