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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
$410M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.43M
3
+$3.13M
4
GM icon
General Motors
GM
+$2.65M
5
QCOM icon
Qualcomm
QCOM
+$2.48M

Top Sells

1
+$12.4M
2
+$8.32M
3
+$2.33M
4
INTC icon
Intel
INTC
+$2.29M
5
PYPL icon
PayPal
PYPL
+$1.94M

Sector Composition

1 Technology 19.89%
2 Financials 13.06%
3 Healthcare 11.45%
4 Consumer Discretionary 9.23%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$88K 0.02%
2,548
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0
178
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-3,865
179
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-5,585
180
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-7,669
181
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-60
182
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-46,026
183
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-1,153
184
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185
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186
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-9,734
187
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190
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191
– –
-5,613
192
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-6,887
4 5 6 7
8