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
$395M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.25M
3
+$2.7M
4
VICI icon
VICI Properties
VICI
+$2.4M
5
HSY icon
Hershey
HSY
+$2.29M

Top Sells

1
+$6.54M
2
+$1.73M
3
+$1.23M
4
INTS icon
Intensity Therapeutics
INTS
+$1.21M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.04M

Sector Composition

1 Technology 26.22%
2 Financials 12.9%
3 Healthcare 10.9%
4 Consumer Discretionary 6.7%
5 Energy 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$508K 0.13%
5,004
-442
152
$507K 0.13%
5,610
-1,152
153
$501K 0.13%
4,271
+164
154
$490K 0.12%
1,658
-4
155
$478K 0.12%
3,202
-445
156
$475K 0.12%
2,650
157
$464K 0.12%
6,312
+2,324
158
$458K 0.12%
15,747
-17,666
159
$447K 0.11%
8,840
-300
160
$446K 0.11%
1,354
+35
161
$408K 0.1%
3,120
-360
162
$404K 0.1%
4,212
-382
163
$386K 0.1%
8,574
+50
164
$384K 0.1%
44,779
-141,685
165
$381K 0.1%
1,900
166
$371K 0.09%
12,576
+370
167
$361K 0.09%
21,532
168
$357K 0.09%
10,233
-225
169
$337K 0.09%
5,489
-3,389
170
$328K 0.08%
5,910
171
$323K 0.08%
4,150
172
$312K 0.08%
14,017
-2,896
173
$311K 0.08%
36,000
174
$299K 0.08%
14,400
175
$281K 0.07%
2,706
4 5 6
7
8