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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
201
$439K 0.06%
1,896
202
$431K 0.06%
1,801
203
$430K 0.06%
4,450
204
$416K 0.06%
9,326
+1,217
205
$412K 0.06%
6,904
206
$403K 0.06%
7,597
-1,992
207
$393K 0.05%
17,125
208
$355K 0.05%
1,257
+139
209
$352K 0.05%
3,313
210
$347K 0.05%
6,033
211
$333K 0.05%
2,418
212
$325K 0.05%
46,515
+5,245
213
$324K 0.05%
15,468
+2,443
214
$323K 0.05%
16,413
+4,439
215
$323K 0.05%
+12,648
216
$323K 0.05%
10,755
+1,436
217
$322K 0.05%
3,263
+773
218
$321K 0.04%
3,178
-532
219
$321K 0.04%
7,121
-498
220
$321K 0.04%
522
221
$320K 0.04%
2,709
+88
222
$319K 0.04%
11,972
+127
223
$318K 0.04%
3,469
-1,417
224
$308K 0.04%
4,500
-16,690
225
$292K 0.04%
6,468
+66
7 8
9
10 11