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
101
$1.45M 0.3%
39,850
-400
102
$1.4M 0.29%
3,297
+38
103
$1.38M 0.29%
10,791
+286
104
$1.37M 0.29%
12,544
+575
105
$1.33M 0.28%
9,376
+121
106
$1.33M 0.28%
9,528
107
$1.31M 0.27%
17,726
+225
108
$1.28M 0.27%
20,521
+247
109
$1.27M 0.27%
5,772
+775
110
$1.24M 0.26%
10,927
+117
111
$1.21M 0.25%
713
+13
112
$1.18M 0.25%
4,470
-51
113
$1.16M 0.24%
13,556
-340
114
$1.13M 0.24%
52,720
+48
115
$1.12M 0.24%
11,910
-259
116
$1.08M 0.23%
5,935
+146
117
$1.07M 0.22%
19,462
+2,605
118
$1.04M 0.22%
4,741
+727
119
$1.01M 0.21%
17,539
-332
120
$973K 0.2%
2,258
+78
121
$964K 0.2%
8,394
+115
122
$955K 0.2%
4,251
123
$943K 0.2%
7,087
-2,385
124
$941K 0.2%
4,434
+77
125
$901K 0.19%
15,478
+59
3 4
5
6 7