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
$507M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.86M
3
+$8.56M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.37M
5
WDC icon
Western Digital
WDC
+$4.79M

Top Sells

1
+$7.04M
2
+$4.24M
3
+$4.11M
4
RHI icon
Robert Half
RHI
+$4.02M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.47M

Sector Composition

1 Technology 21.75%
2 Healthcare 11.09%
3 Financials 10.85%
4 Consumer Discretionary 8.34%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.85M 0.96%
19,522
+960
27
$4.83M 0.95%
21,308
+625
28
$4.76M 0.94%
88,470
+3,250
29
$4.69M 0.93%
+211,874
30
$4.38M 0.86%
106,172
+7,621
31
$4.32M 0.85%
+51,900
32
$4.23M 0.84%
136,968
+6,763
33
$4.22M 0.83%
48,562
+108
34
$4.21M 0.83%
18,990
+916
35
$4.14M 0.82%
50,957
+2,275
36
$4.04M 0.8%
22,768
+1,109
37
$3.97M 0.78%
84,836
+5,029
38
$3.96M 0.78%
18,653
+747
39
$3.94M 0.78%
6,842
-30
40
$3.89M 0.77%
17,497
+1,646
41
$3.8M 0.75%
+72,740
42
$3.77M 0.74%
+83,141
43
$3.73M 0.74%
36,820
+2,954
44
$3.64M 0.72%
86,272
+6,397
45
$3.63M 0.72%
65,127
+2,460
46
$3.61M 0.71%
111,962
+9,540
47
$3.55M 0.7%
15,409
+1,071
48
$3.55M 0.7%
7,933
+488
49
$3.53M 0.7%
7,479
+407
50
$3.51M 0.69%
30,085
+854
1
2
3 4 5