HWM
Hohimer Wealth Management Portfolio holdings
AUM
$564M
This Quarter Return
-0.08%
1 Year Return
+23.08%
3 Year Return
+81.8%
5 Year Return
+135.14%
10 Year Return
–
AUM
$477M
AUM Growth
+$477M
(-2.5%)
Cap. Flow
-$5.62M
Cap. Flow
% of AUM
-1.18%
Top 10 Holdings %
Top 10 Hldgs %
24.47%
Holding
201
New
5
Increased
60
Reduced
89
Closed
11
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.4M |
| 2 |
Global Payments
GPN
|
$5.2M |
| 3 |
Las Vegas Sands
LVS
|
$4.23M |
| 4 |
Sanofi
SNY
|
$2.88M |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$1.07M |
Top Sells
| 1 |
Alibaba
BABA
|
$6.77M |
| 2 |
Smith & Wesson
SWBI
|
$3.83M |
| 3 |
Bristol-Myers Squibb
BMY
|
$2.68M |
| 4 |
Lumen
LUMN
|
$2.13M |
| 5 |
iHeartMedia
IHRT
|
$1.27M |
Sector Composition
| 1 | Technology | 20.63% |
| 2 | Financials | 12.94% |
| 3 | Healthcare | 11.63% |
| 4 | Consumer Discretionary | 9.24% |
| 5 | Industrials | 8.48% |
