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
$431M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$4.88M
3
+$4.6M
4
BCS icon
Barclays
BCS
+$4.58M
5
AMGN icon
Amgen
AMGN
+$4.52M

Top Sells

1
+$6.93M
2
+$6.03M
3
+$5.67M
4
ARES icon
Ares Management
ARES
+$5.35M
5
VLO icon
Valero Energy
VLO
+$4.56M

Sector Composition

1 Technology 24.59%
2 Financials 11.58%
3 Healthcare 10.74%
4 Consumer Discretionary 7.36%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.34M 0.54%
9,171
-17
77
$2.32M 0.54%
32,996
+3,243
78
$1.94M 0.45%
24,724
79
$1.78M 0.41%
9,009
+39
80
$1.6M 0.37%
15,561
+11,048
81
$1.58M 0.37%
7,246
-236
82
$1.54M 0.36%
4,638
+2,880
83
$1.53M 0.35%
9,263
-211
84
$1.41M 0.33%
6,761
-114
85
$1.35M 0.31%
7,970
+1,680
86
$1.31M 0.3%
5,643
-46
87
$1.29M 0.3%
4,931
-14,685
88
$1.26M 0.29%
23,574
+17,122
89
$1.25M 0.29%
4,528
90
$1.24M 0.29%
6,921
+2,455
91
$1.23M 0.29%
27,018
-9,772
92
$1.23M 0.28%
13,992
-2,392
93
$1.21M 0.28%
2,180
+860
94
$1.21M 0.28%
12,258
95
$1.2M 0.28%
4,009
+1,405
96
$1.18M 0.27%
15,016
97
$1.17M 0.27%
+23,000
98
$1.16M 0.27%
25,493
+1,771
99
$1.16M 0.27%
+8,104
100
$1.14M 0.26%
10,465
2 3
4
5 6