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
151
$377K 0.08%
1,839
152
$371K 0.08%
2,650
153
$365K 0.07%
5,936
+5
154
$359K 0.07%
2,165
155
$355K 0.07%
+14,535
156
$343K 0.07%
3,528
+43
157
$330K 0.07%
+1,578
158
$317K 0.06%
1,458
+1
159
$298K 0.06%
10,154
160
$298K 0.06%
6,075
161
$286K 0.06%
3,532
162
$284K 0.06%
4,487
+215
163
$263K 0.05%
14,400
164
$261K 0.05%
2,094
+1,804
165
$259K 0.05%
1,131
-60
166
$257K 0.05%
17,278
+1,955
167
$251K 0.05%
5,340
+690
168
$244K 0.05%
829
-68
169
$223K 0.05%
1,015
170
$216K 0.04%
+1,386
171
$212K 0.04%
1,066
+1
172
$211K 0.04%
5,759
173
$208K 0.04%
2,672
-499
174
$207K 0.04%
6,360
175
$204K 0.04%
+843
4 5 6
7
8