HWM

Hohimer Wealth Management Portfolio holdings

AUM $564M
1-Year Est. Return 23.08%
This Quarter Est. Return
1 Year Est. Return
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.23M
3
+$2.88M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.07M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$898K

Top Sells

1
+$6.77M
2
+$3.83M
3
+$2.68M
4
LUMN icon
Lumen
LUMN
+$2.13M
5
IHRT icon
iHeartMedia
IHRT
+$1.27M

Sector Composition

1 Technology 20.63%
2 Financials 12.94%
3 Healthcare 11.63%
4 Consumer Discretionary 9.24%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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177
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179
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-156,793
180
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181
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182
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-843
183
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184
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-5,936
185
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-9,000
4 5 6 7
8