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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
$489M
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.45M
3
+$6.69M
4
EQH icon
Equitable Holdings
EQH
+$4.84M
5
ARES icon
Ares Management
ARES
+$3.04M

Top Sells

1
+$20M
2
+$4.26M
3
+$3.96M
4
CVX icon
Chevron
CVX
+$2.47M
5
MMM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$203K 0.04%
856
177
$201K 0.04%
+9,000
178
$150K 0.03%
+2,242
179
$126K 0.03%
14,395
180
$122K 0.03%
13,151
+2,001
181
– –
-1,843
182
– –
-1,869
183
– –
-5,126
184
– –
-38,236
185
– –
-17,415
186
– –
-4,282
187
– –
-1,071
188
– –
-2,548
189
– –
0
190
– –
-2,132
191
– –
-13,022
4 5 6 7
8