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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
$715M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$6.82M
3
+$5.36M
4
AEM icon
Agnico Eagle Mines
AEM
+$5.19M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$5.02M

Top Sells

1
+$7.9M
2
+$6.09M
3
+$5.35M
4
EA icon
Electronic Arts
EA
+$5.01M
5
MS icon
Morgan Stanley
MS
+$4.6M

Sector Composition

1 Technology 25.89%
2 Financials 8.32%
3 Industrials 7.74%
4 Consumer Discretionary 7.63%
5 Healthcare 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$634K 0.09%
+6,756
177
$632K 0.09%
+1,483
178
$629K 0.09%
22,258
+3
179
$625K 0.09%
1,367
+93
180
$625K 0.09%
5,603
+486
181
$620K 0.09%
+26,197
182
$607K 0.08%
5,885
+823
183
$605K 0.08%
+2,657
184
$604K 0.08%
2,376
-2,191
185
$602K 0.08%
17,945
-15,095
186
$592K 0.08%
18,539
+603
187
$582K 0.08%
+4,790
188
$575K 0.08%
2,378
189
$567K 0.08%
+1,137
190
$567K 0.08%
+3,805
191
$556K 0.08%
+422
192
$554K 0.08%
1,122
-117
193
$518K 0.07%
862
+1
194
$509K 0.07%
6,075
+5
195
$503K 0.07%
+40,550
196
$502K 0.07%
4,284
197
$494K 0.07%
7,571
-208
198
$485K 0.07%
1,404
-90
199
$478K 0.07%
9,347
-144
200
$474K 0.07%
3,120
6 7
8
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