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
51
$2.87M 0.7%
21,624
+17,188
52
$2.87M 0.7%
12,571
+2,025
53
$2.78M 0.68%
13,695
+2,235
54
$2.77M 0.68%
65,619
+10,662
55
$2.75M 0.67%
11,187
+987
56
$2.73M 0.66%
34,645
+4,049
57
$2.71M 0.66%
40,969
+2,326
58
$2.69M 0.66%
34,651
+3,868
59
$2.69M 0.65%
10,885
+1,681
60
$2.63M 0.64%
19,010
+3,680
61
$2.57M 0.63%
28,502
+1,389
62
$2.56M 0.62%
+322,445
63
$2.53M 0.62%
8,476
+754
64
$2.41M 0.59%
62,267
+11,888
65
$2.4M 0.59%
171,988
+92,881
66
$2.39M 0.58%
5,936
+758
67
$2.33M 0.57%
36,649
-3,723
68
$2.25M 0.55%
6,954
+1,174
69
$2.21M 0.54%
26,486
+3,310
70
$2.14M 0.52%
2,843
+485
71
$2.1M 0.51%
13,022
+1,475
72
$2.08M 0.51%
+73,591
73
$2.03M 0.5%
57,420
+28,935
74
$2M 0.49%
39,191
-2,645
75
$2M 0.49%
5,417
+1,195
1 2
3
4 5