HWM
Hohimer Wealth Management Portfolio holdings
AUM $514M
AUM
$514M
AUM Growth
-$17.8M (-3%)
Cap. Flow
+$41.1M
Cap. Flow % of AUM
8%
Top 10 Holdings %Top 10 Hldgs %
26.23%
Holding
284
New
43
Increased
123
Reduced
61
Closed
25
Top Buys
| 1 | $7.4M | |
| 2 | $5.07M | |
| 3 | $4.68M | |
| 4 | $4.36M | |
| 5 | $4.34M |
Top Sells
| 1 | $8.33M | |
| 2 | $5.59M | |
| 3 | $5.22M | |
| 4 | $4.38M | |
| 5 | $4.04M |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -20,437 | Closed | – | |||
| $0 | 0% | 0 -25,470 | Closed | – | |||
| $0 | 0% | 0 -5,231 | Closed | – | |||
| $0 | 0% | 0 -3,552 | Closed | – | |||
| $0 | 0% | 0 -24,579 | Closed | – | |||
| $0 | 0% | 0 -97,859 | Closed | – | |||
| $0 | 0% | 0 -2,330 | Closed | – | |||
| $0 | 0% | 0 -15,901 | Closed | – |
