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
$474M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$8.61M
2
+$4.51M
3
+$3.52M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.29M
5
CLF icon
Cleveland-Cliffs
CLF
+$2.23M

Top Sells

1
+$7.59M
2
+$5.71M
3
+$5.2M
4
UWMC icon
UWM Holdings
UWMC
+$3.65M
5
LVS icon
Las Vegas Sands
LVS
+$3.53M

Sector Composition

1 Technology 23.99%
2 Healthcare 12.11%
3 Financials 11.59%
4 Consumer Discretionary 8.71%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.51M 0.95%
+29,883
27
$4.38M 0.92%
98,551
+152
28
$4.27M 0.9%
130,205
-15,398
29
$4.21M 0.89%
10,133
-836
30
$4.18M 0.88%
30,899
+19
31
$4.11M 0.86%
67,986
-9,735
32
$4.02M 0.85%
36,028
-3,067
33
$4.02M 0.85%
79,807
-6,301
34
$4.01M 0.84%
24,062
+114
35
$3.97M 0.84%
62,667
-4,370
36
$3.96M 0.83%
54,558
-6,181
37
$3.96M 0.83%
18,562
-1,750
38
$3.96M 0.83%
48,682
-4,102
39
$3.92M 0.83%
150,670
-13,162
40
$3.92M 0.82%
18,074
-1,606
41
$3.9M 0.82%
6,872
+1,600
42
$3.81M 0.8%
10,826
-964
43
$3.72M 0.78%
20,337
-2,657
44
$3.71M 0.78%
68,437
-5,316
45
$3.71M 0.78%
21,659
-2,013
46
$3.61M 0.76%
29,231
-2,109
47
$3.6M 0.76%
14,338
+72
48
$3.52M 0.74%
+33,866
49
$3.48M 0.73%
7,072
-685
50
$3.47M 0.73%
34,650
-22,581
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