HWM
Hohimer Wealth Management Portfolio holdings
AUM
$564M
This Quarter Return
-5.12%
1 Year Return
+23.08%
3 Year Return
+81.8%
5 Year Return
+135.14%
10 Year Return
–
AUM
$311M
AUM Growth
+$311M
(-8.1%)
Cap. Flow
-$1.76M
Cap. Flow
% of AUM
-0.57%
Top 10 Holdings %
Top 10 Hldgs %
21.38%
Holding
203
New
5
Increased
67
Reduced
69
Closed
15
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$4.09M |
| 2 |
TotalEnergies
TTE
|
$3.02M |
| 3 |
B
Barrick Mining Corporation
B
|
$1.77M |
| 4 |
Tesla
TSLA
|
$1.51M |
| 5 |
Microsoft
MSFT
|
$1.18M |
Top Sells
| 1 |
Roper Technologies
ROP
|
$3.25M |
| 2 |
Williams Companies
WMB
|
$2.62M |
| 3 |
Warner Bros
WBD
|
$2.56M |
| 4 |
Newmont
NEM
|
$2.35M |
| 5 |
NVIDIA
NVDA
|
$2.33M |
Sector Composition
| 1 | Technology | 22.58% |
| 2 | Financials | 12.62% |
| 3 | Consumer Discretionary | 11.61% |
| 4 | Healthcare | 10.81% |
| 5 | Industrials | 7.4% |
