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
$237M
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.26M
3
+$2.23M
4
DOW icon
Dow Inc
DOW
+$2.14M
5
CVX icon
Chevron
CVX
+$1.83M

Top Sells

1
+$3.83M
2
+$2.38M
3
+$2.23M
4
D icon
Dominion Energy
D
+$2.12M
5
EXPE icon
Expedia Group
EXPE
+$2.04M

Sector Composition

1 Technology 21.51%
2 Healthcare 17.34%
3 Financials 13.25%
4 Industrials 9.6%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$590K 0.25%
5,086
-27
127
$586K 0.25%
7,447
-643
128
$583K 0.25%
21,722
+6,328
129
$580K 0.25%
3,233
+51
130
$575K 0.24%
427
+18
131
$556K 0.23%
5,150
132
$548K 0.23%
1,103
+124
133
$536K 0.23%
23,551
+8,947
134
$528K 0.22%
4,101
-4,215
135
$504K 0.21%
24,460
+7,225
136
$502K 0.21%
7,284
137
$490K 0.21%
9,907
-7,121
138
$484K 0.2%
22,906
-2,527
139
$482K 0.2%
5,330
140
$478K 0.2%
5,372
-142
141
$476K 0.2%
28,840
-10,425
142
$470K 0.2%
9,500
143
$470K 0.2%
13,094
-500
144
$461K 0.19%
2,453
+23
145
$457K 0.19%
43,000
146
$452K 0.19%
13,776
-9,954
147
$448K 0.19%
8,991
+4,353
148
$439K 0.19%
2,777
-47
149
$436K 0.18%
31,984
-55,984
150
$433K 0.18%
12,691
+109
4 5
6
7 8