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
$237M
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.26M
3
+$2.23M
4
DOW icon
Dow Inc
DOW
+$2.14M
5
CVX icon
Chevron
CVX
+$1.83M

Top Sells

1
+$3.83M
2
+$2.38M
3
+$2.23M
4
D icon
Dominion Energy
D
+$2.12M
5
EXPE icon
Expedia Group
EXPE
+$2.04M

Sector Composition

1 Technology 21.51%
2 Healthcare 17.34%
3 Financials 13.25%
4 Industrials 9.6%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.03M 2.12%
31,890
+609
2
$4.95M 2.09%
184,460
+21,420
3
$4.59M 1.94%
38,620
+7,100
4
$4.45M 1.88%
15,511
+1,012
5
$3.65M 1.54%
57,450
+10,836
6
$3.62M 1.53%
57,020
+23,560
7
$3.56M 1.5%
18,986
+9,447
8
$3.44M 1.45%
22,312
+3,023
9
$3.43M 1.45%
73,761
+22,950
10
$3.39M 1.43%
47,904
+2,200
11
$3.34M 1.41%
97,091
+62,121
12
$3.21M 1.36%
35,835
+20,416
13
$3.19M 1.35%
53,881
+38,060
14
$2.93M 1.24%
8,401
+439
15
$2.86M 1.21%
25,441
+3,719
16
$2.83M 1.2%
65,743
+17,838
17
$2.83M 1.2%
9,624
+831
18
$2.72M 1.15%
20,243
+1,110
19
$2.67M 1.13%
358,840
-42,560
20
$2.66M 1.12%
+58,452
21
$2.64M 1.12%
51,387
-884
22
$2.61M 1.1%
32,707
+4,103
23
$2.6M 1.1%
27,455
+14,528
24
$2.44M 1.03%
21,035
+3,094
25
$2.41M 1.02%
104,431
+25,055
1
2 3 4 5