HWM
Hohimer Wealth Management Portfolio holdings
AUM
$743M
1-Year Est. Return
27.7%
This Fund
S&P 500
1 Year Est. Return
+27.7%
AUM
$715M
AUM Growth
+$152M
(+27%)
Holding
374
Top Buys
| 1 | +$8.87M | |
| 2 | +$6.82M | |
| 3 | +$5.36M | |
| 4 |
Agnico Eagle Mines
AEM
|
+$5.19M |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$5.02M |
Top Sells
| 1 | +$7.9M | |
| 2 | +$6.09M | |
| 3 | +$5.35M | |
| 4 |
Electronic Arts
EA
|
+$5.01M |
| 5 |
Morgan Stanley
MS
|
+$4.6M |
Sector Composition
| 1 | Technology | 25.89% |
| 2 | Financials | 8.32% |
| 3 | Industrials | 7.74% |
| 4 | Consumer Discretionary | 7.63% |
| 5 | Healthcare | 7.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Lam Research
LRCX
$271B
| $5.77M | 0.81% |
43,098
-5,411
|
|
||
27
McDonald's
MCD
$237B
| $5.72M | 0.8% |
18,832
+9,556
|
|
||
28
Visa
V
$617B
| $5.63M | 0.79% |
16,506
+348
|
|
||
29
Lyft
LYFT
$5.26B
| $5.29M | 0.74% |
+240,270
|
|
||
30
ASML
ASML
$525B
| $5.23M | 0.73% |
5,403
-894
|
|
||
31
Alibaba
BABA
$324B
| $5.18M | 0.72% |
28,986
-14,451
|
|
||
32
American Electric Power
AEP
$71.4B
| $4.93M | 0.69% |
43,843
-6,763
|
|
||
33
Ameriprise Financial
AMP
$42.5B
| $4.93M | 0.69% |
10,029
-303
|
|
||
34
Qualcomm
QCOM
$147B
| $4.88M | 0.68% |
29,324
+5,203
|
|
||
35
NuScale Power
SMR
$3.54B
| $4.84M | 0.68% |
+134,404
|
|
||
36
Lockheed Martin
LMT
$154B
| $4.77M | 0.67% |
9,557
+1,441
|
|
||
37
United Therapeutics
UTHR
$21.5B
| $4.77M | 0.67% |
11,370
-1,256
|
|
||
38
Chevron
CVX
$374B
| $4.75M | 0.66% |
30,617
+22,811
|
|
||
39
Merck
MRK
$296B
| $4.75M | 0.66% |
56,579
+9,170
|
|
||
40
Micron Technology
MU
$427B
| $4.72M | 0.66% |
28,226
+3,074
|
|
||
41
Procter & Gamble
PG
$371B
| $4.71M | 0.66% |
30,686
+21,100
|
|
||
42
PepsiCo
PEP
$225B
| $4.7M | 0.66% |
33,482
+8,443
|
|
||
43
Elevance Health
ELV
$62.7B
| $4.63M | 0.65% |
+14,319
|
|
||
44
Arista Networks
ANET
$157B
| $4.61M | 0.65% |
31,670
-20,995
|
|
||
45
Amgen
AMGN
$203B
| $4.59M | 0.64% |
16,266
+1,669
|
|
||
46
PayPal
PYPL
$42.7B
| $4.48M | 0.63% |
66,752
+4,892
|
|
||
47
Home Depot
HD
$365B
| $4.46M | 0.62% |
11,006
-282
|
|
||
48
Vanguard Short-Term Bond ETF
BSV
$43.4B
| $4.33M | 0.61% |
54,876
-33,929
|
|
||
49
VICI Properties
VICI
$32.3B
| $4.23M | 0.59% |
129,629
-14,314
|
|
||
50
US Bancorp
USB
$84B
| $4.15M | 0.58% |
+85,911
|
|