HWM

Hohimer Wealth Management Portfolio holdings

AUM $743M
1-Year Est. Return 27.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$4.63M
3
+$3.5M
4
OPTU
Optimum Communications Inc
OPTU
+$2.31M
5
CLF icon
Cleveland-Cliffs
CLF
+$2.21M

Top Sells

1
+$7.59M
2
+$5.74M
3
+$5.2M
4
UWMC icon
UWM Holdings
UWMC
+$4.15M
5
LVS icon
Las Vegas Sands
LVS
+$3.6M

Sector Composition

1 Technology 23.99%
2 Healthcare 12.11%
3 Financials 11.59%
4 Consumer Discretionary 8.71%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$388K 0.08%
+7,701
152
$386K 0.08%
1,493
-4,279
153
$385K 0.08%
16,515
154
$384K 0.08%
10,573
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155
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156
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1,839
157
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6,621
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158
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159
$333K 0.07%
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-3,602
160
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161
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793
162
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49,280
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163
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164
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165
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166
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167
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170
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2,135
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173
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174
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175
$266K 0.06%
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