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
1
$5.15M 1.79%
+163,040
2
$4.93M 1.72%
+31,281
3
$4.67M 1.62%
+14,499
4
$4.06M 1.41%
+50,811
5
$3.83M 1.33%
+68,060
6
$3.62M 1.26%
+21,722
7
$3.46M 1.2%
+46,614
8
$3.35M 1.17%
+45,704
9
$2.92M 1.02%
+52,271
10
$2.91M 1.01%
+31,520
11
$2.81M 0.98%
+19,289
12
$2.71M 0.94%
+8,316
13
$2.63M 0.91%
+7,962
14
$2.62M 0.91%
+19,133
15
$2.58M 0.9%
+8,793
16
$2.58M 0.9%
+8,546
17
$2.54M 0.88%
+53,483
18
$2.45M 0.85%
+63,905
19
$2.41M 0.84%
+40,267
20
$2.38M 0.83%
+46,846
21
$2.37M 0.83%
+49,472
22
$2.36M 0.82%
+401,400
23
$2.34M 0.81%
+79,376
24
$2.32M 0.81%
+24,470
25
$2.3M 0.8%
+17,941
1
2 3 4 5