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
$410M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.44M
3
+$2.87M
4
UWMC icon
UWM Holdings
UWMC
+$2.56M
5
QCOM icon
Qualcomm
QCOM
+$2.28M

Top Sells

1
+$11.8M
2
+$8.32M
3
+$2.37M
4
INTC icon
Intel
INTC
+$2.29M
5
PYPL icon
PayPal
PYPL
+$1.87M

Sector Composition

1 Technology 19.89%
2 Financials 13.06%
3 Healthcare 11.45%
4 Consumer Discretionary 9.23%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.06M 0.99%
24,704
-1,310
27
$4.01M 0.98%
27,244
+7,549
28
$3.99M 0.97%
73,797
+6,475
29
$3.89M 0.95%
214,172
+36,846
30
$3.79M 0.92%
48,993
+4,679
31
$3.78M 0.92%
17,838
+1,899
32
$3.69M 0.9%
58,392
+5,615
33
$3.67M 0.89%
101,177
+9,296
34
$3.66M 0.89%
154,390
+8,771
35
$3.63M 0.88%
56,188
+4,702
36
$3.62M 0.88%
14,087
+2,937
37
$3.61M 0.88%
93,277
+10,263
38
$3.61M 0.88%
25,518
+3,362
39
$3.5M 0.85%
16,514
+1,425
40
$3.38M 0.82%
65,306
+3,039
41
$3.38M 0.82%
11,056
+721
42
$3.17M 0.77%
52,513
+6,948
43
$3.1M 0.75%
23,507
+3,667
44
$3.1M 0.75%
32,442
+5,037
45
$3.07M 0.75%
28,398
+2,842
46
$3.02M 0.74%
28,846
+2,918
47
$2.99M 0.73%
54,667
+9,087
48
$2.96M 0.72%
37,975
+639
49
$2.96M 0.72%
22,287
+3,552
50
$2.87M 0.7%
+49,925
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