HWM
Hohimer Wealth Management Portfolio holdings
AUM
$564M
This Quarter Return
+8.53%
1 Year Return
+23.08%
3 Year Return
+81.8%
5 Year Return
+135.14%
10 Year Return
–
AUM
$489M
AUM Growth
+$489M
(+19%)
Cap. Flow
+$52.6M
Cap. Flow
% of AUM
10.76%
Top 10 Holdings %
Top 10 Hldgs %
23.52%
Holding
208
New
14
Increased
126
Reduced
24
Closed
11
Top Buys
Top Sells
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$20M |
| 2 |
Prudential Financial
PRU
|
$4.27M |
| 3 |
AT&T
T
|
$3.78M |
| 4 |
Chevron
CVX
|
$2.45M |
| 5 |
3M
MMM
|
$2.1M |
Sector Composition
| 1 | Technology | 20.69% |
| 2 | Financials | 12.8% |
| 3 | Healthcare | 11.55% |
| 4 | Consumer Discretionary | 9.69% |
| 5 | Industrials | 8.38% |
