HWM

Hohimer Wealth Management Portfolio holdings

AUM $715M
1-Year Est. Return 25.2%
This Quarter Est. Return
1 Year Est. Return
+25.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$5.07M
3
+$4.68M
4
INTU icon
Intuit
INTU
+$4.36M
5
ASML icon
ASML
ASML
+$4.34M

Top Sells

1
+$8.33M
2
+$6.36M
3
+$5.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.59M
5
CSCO icon
Cisco
CSCO
+$5.22M

Sector Composition

1 Technology 22.45%
2 Financials 11.05%
3 Healthcare 8.33%
4 Consumer Discretionary 7.87%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$225K 0.04%
4,390
+182
227
$221K 0.04%
+7,502
228
$220K 0.04%
998
-19,832
229
$219K 0.04%
+5,300
230
$215K 0.04%
560
231
$214K 0.04%
+10,098
232
$211K 0.04%
11,524
+508
233
$211K 0.04%
+7,387
234
$211K 0.04%
41,608
-10,000
235
$210K 0.04%
+2,783
236
$210K 0.04%
7,211
+302
237
$210K 0.04%
4,642
+212
238
$206K 0.04%
+6,306
239
$206K 0.04%
11,003
+541
240
$204K 0.04%
13,343
+677
241
$203K 0.04%
+7,193
242
$203K 0.04%
17,469
+4,318
243
$201K 0.04%
+541
244
$188K 0.04%
17,951
+961
245
$185K 0.04%
18,699
+961
246
$183K 0.04%
11,538
+677
247
$169K 0.03%
16,833
+500
248
$168K 0.03%
+24,000
249
$155K 0.03%
35,218
+2,658
250
$141K 0.03%
+20,000
8 9
10
11 12