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
126
$915K 0.32%
+23,730
127
$909K 0.32%
+8,330
128
$891K 0.31%
+5,800
129
$889K 0.31%
+17,028
130
$881K 0.31%
+5,822
131
$879K 0.31%
+15,394
132
$871K 0.3%
+6,810
133
$850K 0.3%
+27,961
134
$835K 0.29%
+4,401
135
$813K 0.28%
+11,975
136
$806K 0.28%
+13,594
137
$792K 0.28%
+10,591
138
$783K 0.27%
+7,451
139
$773K 0.27%
+12,826
140
$761K 0.26%
+8,660
141
$760K 0.26%
+5,587
142
$756K 0.26%
+31,861
143
$743K 0.26%
+195
144
$736K 0.26%
+8,676
145
$735K 0.26%
+2,502
146
$734K 0.26%
+4,400
147
$724K 0.25%
+2,766
148
$711K 0.25%
+8,090
149
$675K 0.23%
+19,173
150
$670K 0.23%
+3,182
4 5
6
7 8