HWM

Hohimer Wealth Management Portfolio holdings

AUM $715M
1-Year Est. Return 25.2%
This Quarter Est. Return
1 Year Est. Return
+25.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$6.59M
3
+$5.85M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.62M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.93M

Top Sells

1
+$8.79M
2
+$5.01M
3
+$3.92M
4
WDC icon
Western Digital
WDC
+$3.54M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$3.18M

Sector Composition

1 Technology 19.11%
2 Financials 10.27%
3 Healthcare 10.15%
4 Consumer Discretionary 7.61%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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