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HWM

Hohimer Wealth Management Portfolio holdings

AUM $818M
1-Year Est. Return 30.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$6.82M
3
+$5.36M
4
AEM icon
Agnico Eagle Mines
AEM
+$5.19M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$5.02M

Top Sells

1
+$7.9M
2
+$6.09M
3
+$5.35M
4
EA icon
Electronic Arts
EA
+$5.01M
5
MS icon
Morgan Stanley
MS
+$4.6M

Sector Composition

1 Technology 25.89%
2 Financials 8.32%
3 Industrials 7.74%
4 Consumer Discretionary 7.63%
5 Healthcare 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$911K 0.13%
8,991
+2,536
152
$895K 0.13%
4,147
-44
153
$892K 0.12%
7,208
-2,305
154
$883K 0.12%
378
+28
155
$883K 0.12%
9,250
-139
156
$877K 0.12%
27,266
-94,144
157
$859K 0.12%
4,332
+473
158
$836K 0.12%
11,075
-6,013
159
$801K 0.11%
4,263
+572
160
$799K 0.11%
5,529
+283
161
$787K 0.11%
5,647
+939
162
$785K 0.11%
+225,000
163
$784K 0.11%
1,316
164
$778K 0.11%
8,331
165
$742K 0.1%
779
+111
166
$733K 0.1%
+8,170
167
$727K 0.1%
+2,288
168
$724K 0.1%
1,980
-17
169
$723K 0.1%
6,030
-350
170
$721K 0.1%
3,264
171
$687K 0.1%
2,233
-80
172
$686K 0.1%
2,430
+585
173
$678K 0.09%
+2,760
174
$643K 0.09%
+5,009
175
$643K 0.09%
+19,718
5 6
7
8 9