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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
$377M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.17M
3
+$1.68M
4
GILD icon
Gilead Sciences
GILD
+$1.66M
5
PARA
Paramount Global Class B
PARA
+$1.53M

Top Sells

1
+$3.49M
2
+$1.82M
3
+$1.55M
4
DOW icon
Dow Inc
DOW
+$1.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.35M

Sector Composition

1 Technology 24.17%
2 Healthcare 12.6%
3 Financials 12.42%
4 Consumer Discretionary 8.59%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$130K 0.03%
14,823
177
$116K 0.03%
14,395
178
$106K 0.03%
11,400
-500
179
$88K 0.02%
2,611
-81
180
$31K 0.01%
60
+10
181
– –
-6,351
182
– –
-1,500
183
– –
-427
184
– –
-3,626
185
– –
-7,067
186
– –
-3,545
187
– –
-169,447
188
– –
-2,766
189
– –
-4,384
190
– –
-1,400
191
– –
-19,049
4 5 6 7
8