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
126
$943K 0.19%
4,357
+783
127
$937K 0.19%
2,180
+132
128
$932K 0.19%
16,857
+11,300
129
$918K 0.19%
15,319
+639
130
$889K 0.18%
40,896
-173,959
131
$877K 0.18%
17,255
+8,309
132
$791K 0.16%
1,611
-1
133
$783K 0.16%
19,900
+220
134
$730K 0.15%
12,786
+534
135
$699K 0.14%
6,819
-41,684
136
$683K 0.14%
12,969
+628
137
$672K 0.14%
2,777
138
$621K 0.13%
2,769
+990
139
$599K 0.12%
6,805
-48
140
$587K 0.12%
39,580
-50
141
$585K 0.12%
9,275
142
$569K 0.12%
5,436
-23,410
143
$569K 0.12%
10,590
+1,815
144
$532K 0.11%
1,914
-9
145
$506K 0.1%
4,523
-336
146
$491K 0.1%
18,614
+6,055
147
$467K 0.1%
36,000
148
$462K 0.09%
6,785
149
$419K 0.09%
4,586
-545
150
$417K 0.09%
9,846
+2,667
4 5
6
7 8