HWM

Hohimer Wealth Management Portfolio holdings

AUM $743M
1-Year Est. Return 27.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$8.54M
2 +$4.63M
3 +$3.5M
4
OPTU
Optimum Communications Inc
OPTU
+$2.31M
5
CLF icon
Cleveland-Cliffs
CLF
+$2.21M

Top Sells

1 +$7.59M
2 +$5.74M
3 +$5.2M
4
UWMC icon
UWM Holdings
UWMC
+$4.15M
5
LVS icon
Las Vegas Sands
LVS
+$3.6M

Sector Composition

1 Technology 23.99%
2 Healthcare 12.11%
3 Financials 11.59%
4 Consumer Discretionary 8.71%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-6,360
202
-13,200