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
101
$1.32M 0.46%
+21,992
102
$1.31M 0.45%
+35,160
103
$1.27M 0.44%
+6,029
104
$1.25M 0.44%
+6,438
105
$1.24M 0.43%
+14,798
106
$1.23M 0.43%
+57,635
107
$1.22M 0.42%
+45,785
108
$1.19M 0.42%
+27,969
109
$1.19M 0.41%
+19,488
110
$1.19M 0.41%
+11,733
111
$1.18M 0.41%
+12,044
112
$1.17M 0.41%
+15,769
113
$1.15M 0.4%
+10,096
114
$1.15M 0.4%
+4,462
115
$1.14M 0.4%
+20,641
116
$1.12M 0.39%
+87,968
117
$1.03M 0.36%
+9,550
118
$1.02M 0.35%
+4,078
119
$1.01M 0.35%
+60,350
120
$996K 0.35%
+71,122
121
$988K 0.34%
+38,552
122
$975K 0.34%
+7,803
123
$944K 0.33%
+34,994
124
$922K 0.32%
+5,352
125
$922K 0.32%
+5,638
3 4
5
6 7