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HWM

Hohimer Wealth Management Portfolio holdings

AUM $818M
1-Year Est. Return 30.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$6.82M
3
+$5.36M
4
AEM icon
Agnico Eagle Mines
AEM
+$5.19M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$5.02M

Top Sells

1
+$7.9M
2
+$6.09M
3
+$5.35M
4
EA icon
Electronic Arts
EA
+$5.01M
5
MS icon
Morgan Stanley
MS
+$4.6M

Sector Composition

1 Technology 25.89%
2 Financials 8.32%
3 Industrials 7.74%
4 Consumer Discretionary 7.63%
5 Healthcare 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.28M 0.18%
3,269
+1,146
127
$1.26M 0.18%
12,855
+1,468
128
$1.26M 0.18%
35,752
+3,434
129
$1.25M 0.18%
+76,250
130
$1.24M 0.17%
+31,945
131
$1.17M 0.16%
+18,026
132
$1.09M 0.15%
4,462
-25
133
$1.08M 0.15%
+99,900
134
$1.07M 0.15%
20,817
+798
135
$1.02M 0.14%
16,476
+2,071
136
$1.02M 0.14%
7,644
+1,097
137
$994K 0.14%
40,590
-105
138
$992K 0.14%
13,994
+402
139
$990K 0.14%
+76,600
140
$964K 0.13%
4,102
+566
141
$961K 0.13%
+75,000
142
$955K 0.13%
5,342
-160
143
$954K 0.13%
1,682
+260
144
$941K 0.13%
3,809
+1,022
145
$940K 0.13%
20,010
+565
146
$938K 0.13%
6,216
-1,048
147
$932K 0.13%
8,669
+3,571
148
$918K 0.13%
7,727
+9
149
$914K 0.13%
2,571
+414
150
$914K 0.13%
5,462
-6
4 5
6
7 8