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
101
$1.46M 0.3%
2,886
+417
102
$1.36M 0.28%
22,014
+4,644
103
$1.35M 0.28%
11,969
+936
104
$1.34M 0.27%
3,259
+241
105
$1.33M 0.27%
9,255
+1,731
106
$1.31M 0.27%
2,377
+923
107
$1.29M 0.26%
9,528
-31
108
$1.27M 0.26%
9,472
-2,182
109
$1.25M 0.26%
40,250
+6,000
110
$1.19M 0.24%
13,896
-1,687
111
$1.19M 0.24%
52,672
+2,832
112
$1.18M 0.24%
12,169
+435
113
$1.17M 0.24%
4,521
+122
114
$1.17M 0.24%
17,501
+5,087
115
$1.17M 0.24%
5,789
+2,859
116
$1.13M 0.23%
17,871
+378
117
$1.12M 0.23%
10,810
+926
118
$1.07M 0.22%
16,508
+2,433
119
$1.04M 0.21%
700
+51
120
$1.04M 0.21%
4,251
+123
121
$1M 0.2%
18,595
+574
122
$983K 0.2%
+8,279
123
$963K 0.2%
15,419
+1,203
124
$962K 0.2%
4,014
+425
125
$958K 0.2%
17,095
+21
3 4
5
6 7