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
51
$3.42M 0.72%
58,269
-6,143
52
$3.36M 0.71%
70,340
-5,715
53
$3.21M 0.67%
41,642
-2,813
54
$3.13M 0.66%
48,454
-1,264
55
$3.1M 0.65%
49,912
-9,171
56
$3M 0.63%
59,841
-12,783
57
$2.99M 0.63%
79,875
-16,437
58
$2.95M 0.62%
34,720
-5,328
59
$2.9M 0.61%
38,192
-4,621
60
$2.89M 0.61%
31,132
+132
61
$2.88M 0.61%
7,445
-792
62
$2.87M 0.61%
52,142
+197
63
$2.87M 0.6%
36,525
-4,471
64
$2.78M 0.59%
3,039
+18
65
$2.72M 0.57%
19,933
+94
66
$2.59M 0.54%
30,070
-4,803
67
$2.52M 0.53%
7,140
+342
68
$2.5M 0.53%
37,735
-4,618
69
$2.47M 0.52%
21,118
-2,231
70
$2.43M 0.51%
9,071
-68
71
$2.38M 0.5%
8,158
-1,009
72
$2.3M 0.48%
69,533
-8,863
73
$2.23M 0.47%
+102,422
74
$2.22M 0.47%
73,620
-33,711
75
$2.2M 0.46%
+136,115
1 2
3
4 5