HWM
Hohimer Wealth Management Portfolio holdings
AUM
$564M
1-Year Est. Return
23.08%
1 Year Est. Return
+23.08%
AUM
$564M
AUM Growth
+$50.1M
(+9.8%)
Holding
304
Top Buys
| 1 | +$12M | |
| 2 | +$3.33M | |
| 3 | +$2.07M | |
| 4 |
Dover
DOV
|
+$1.95M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.87M |
Top Sells
| 1 | +$8.92M | |
| 2 | +$3.73M | |
| 3 | +$3.31M | |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$2.1M |
| 5 |
DocuSign
DOCU
|
+$1.31M |
Sector Composition
| 1 | Technology | 25.61% |
| 2 | Financials | 11.01% |
| 3 | Consumer Discretionary | 7.71% |
| 4 | Healthcare | 7.16% |
| 5 | Industrials | 5.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Janus Henderson B-BBB CLO ETF
JBBB
$1.51B
| – | – |
-15,000
|
|
||
302
Louisiana-Pacific
LPX
$6.28B
| – | – |
-4,293
|
|
||
303
lululemon athletica
LULU
$19.9B
| – | – |
-1,866
|
|
||
304
National Healthcare
NHC
$1.89B
| – | – |
-2,479
|
|