HWM

Hohimer Wealth Management Portfolio holdings

AUM $715M
1-Year Est. Return 25.2%
This Quarter Est. Return
1 Year Est. Return
+25.2%
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 21.74%
2 Healthcare 11.1%
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
51
$3.48M 0.69%
25,897
+1,835
52
$3.48M 0.69%
58,497
+3,939
53
$3.46M 0.68%
+53,195
54
$3.41M 0.67%
73,085
+2,745
55
$3.31M 0.65%
33,759
+2,627
56
$3.29M 0.65%
21,554
+1,217
57
$3.29M 0.65%
75,251
+16,982
58
$3.28M 0.65%
63,973
+4,132
59
$3.25M 0.64%
70,825
+2,388
60
$3.23M 0.64%
+41,532
61
$3.19M 0.63%
32,189
+2,119
62
$3.19M 0.63%
10,653
+520
63
$3.16M 0.62%
38,721
+2,196
64
$3.13M 0.62%
10,890
-3,750
65
$3.08M 0.61%
56,610
+4,468
66
$2.96M 0.58%
8,229
+1,089
67
$2.95M 0.58%
35,258
+538
68
$2.95M 0.58%
62,266
+34,349
69
$2.79M 0.55%
6,328
+684
70
$2.75M 0.54%
34,610
-15,302
71
$2.68M 0.53%
11,772
+2,856
72
$2.63M 0.52%
22,071
+953
73
$2.61M 0.52%
39,369
+1,634
74
$2.61M 0.51%
43,031
+1,389
75
$2.6M 0.51%
+104,206
1 2
3
4 5