HWM
Hohimer Wealth Management Portfolio holdings
AUM
$564M
1-Year Est. Return
23.08%
1 Year Est. Return
+23.08%
AUM
$514M
AUM Growth
-$17.8M
(-3.4%)
Holding
284
Top Buys
| 1 | +$7.4M | |
| 2 | +$5.07M | |
| 3 | +$4.68M | |
| 4 |
Intuit
INTU
|
+$4.36M |
| 5 |
ASML
ASML
|
+$4.34M |
Top Sells
| 1 | +$8.33M | |
| 2 | +$6.36M | |
| 3 | +$5.8M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$5.59M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
Oracle
ORCL
$830B
| – | – |
-25,470
|
|
||
277
Innovator US Equity Power Buffer ETF August
PAUG
$1B
| – | – |
-5,231
|
|
||
278
Progress Software
PRGS
$1.94B
| – | – |
-3,552
|
|
||
279
Rio Tinto
RIO
$111B
| – | – |
-24,579
|
|
||
280
Synchrony
SYF
$25.8B
| – | – |
-97,859
|
|
||
281
United Airlines
UAL
$32.1B
| – | – |
-2,330
|
|
||
|
XYZ
282
Block Inc
XYZ
$45.8B
| – | – |
-15,901
|
|
||
283
Adobe
ADBE
$140B
| – | – |
-2,195
|
|