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
$288M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1 +$5.15M
2 +$4.93M
3 +$4.67M
4
C icon
Citigroup
C
+$4.06M
5
TFC icon
Truist Financial
TFC
+$3.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.6%
2 Healthcare 14.86%
3 Financials 13.51%
4 Consumer Discretionary 11.61%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$305K 0.11%
+3,638
202
$302K 0.11%
+2,650
203
$294K 0.1%
+1,478
204
$288K 0.1%
+1,351
205
$286K 0.1%
+7,900
206
$272K 0.09%
+3,127
207
$266K 0.09%
+4,082
208
$260K 0.09%
+7,353
209
$258K 0.09%
+2,750
210
$253K 0.09%
+1,530
211
$240K 0.08%
+1,254
212
$236K 0.08%
+4,638
213
$234K 0.08%
+1,584
214
$222K 0.08%
+7,116
215
$215K 0.07%
+1,300
216
$210K 0.07%
+10,673
217
$207K 0.07%
+4,687
218
$151K 0.05%
+4,000
219
$148K 0.05%
+19,735
220
$115K 0.04%
+14,395
221
$30K 0.01%
+12,338
222
$28K 0.01%
+107
223
$18K 0.01%
+1,400