HWM
Hohimer Wealth Management Portfolio holdings
AUM
$564M
This Quarter Return
+12.25%
1 Year Return
+23.08%
3 Year Return
+81.8%
5 Year Return
+135.14%
10 Year Return
–
AUM
$313M
AUM Growth
+$313M
(+0.67%)
Cap. Flow
-$26.3M
Cap. Flow
% of AUM
-8.39%
Top 10 Holdings %
Top 10 Hldgs %
35.97%
Holding
206
New
19
Increased
22
Reduced
104
Closed
31
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$45.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$6.59M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.85M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$5.62M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$2.93M |
Top Sells
| 1 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$8.79M |
| 2 |
Las Vegas Sands
LVS
|
$5.01M |
| 3 |
Meta Platforms (Facebook)
META
|
$3.92M |
| 4 |
Western Digital
WDC
|
$3.55M |
| 5 |
iShares Convertible Bond ETF
ICVT
|
$3.18M |
Sector Composition
| 1 | Technology | 19.11% |
| 2 | Financials | 10.27% |
| 3 | Healthcare | 10.15% |
| 4 | Consumer Discretionary | 7.61% |
| 5 | Industrials | 5.94% |
