HWM
Hohimer Wealth Management Portfolio holdings
AUM
$564M
This Quarter Return
+13.84%
1 Year Return
+23.08%
3 Year Return
+81.8%
5 Year Return
+135.14%
10 Year Return
–
AUM
$377M
AUM Growth
+$377M
(+7.5%)
Cap. Flow
-$10.6M
Cap. Flow
% of AUM
-2.8%
Top 10 Holdings %
Top 10 Hldgs %
29.38%
Holding
206
New
11
Increased
69
Reduced
74
Closed
11
Top Buys
| 1 |
Alibaba
BABA
|
$2.34M |
| 2 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$2.17M |
| 3 |
Ciena
CIEN
|
$2M |
| 4 |
PARA
Paramount Global Class B
PARA
|
$1.78M |
| 5 |
Gilead Sciences
GILD
|
$1.6M |
Top Sells
| 1 |
iShares MSCI Australia ETF
EWA
|
$3.49M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.81M |
| 3 |
TJX Companies
TJX
|
$1.74M |
| 4 |
Dow Inc
DOW
|
$1.52M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.41M |
Sector Composition
| 1 | Technology | 24.17% |
| 2 | Healthcare | 12.6% |
| 3 | Financials | 12.42% |
| 4 | Consumer Discretionary | 8.59% |
| 5 | Communication Services | 7.78% |
