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
$514M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$5.07M
3
+$4.68M
4
INTU icon
Intuit
INTU
+$4.36M
5
ASML icon
ASML
ASML
+$4.34M

Top Sells

1
+$8.33M
2
+$6.36M
3
+$5.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.59M
5
CSCO icon
Cisco
CSCO
+$5.22M

Sector Composition

1 Technology 22.45%
2 Financials 11.05%
3 Healthcare 8.33%
4 Consumer Discretionary 7.87%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.66M 0.71%
8,201
-27
52
$3.63M 0.71%
21,911
+2,481
53
$3.63M 0.71%
+37,229
54
$3.53M 0.69%
6,893
+28
55
$3.51M 0.68%
20,504
+2,954
56
$3.48M 0.68%
47,882
+3,098
57
$3.38M 0.66%
+36,801
58
$3.36M 0.65%
55,522
+122
59
$3.31M 0.64%
70,377
+230
60
$3.2M 0.62%
11,636
-20,326
61
$3.07M 0.6%
27,963
+95
62
$2.98M 0.58%
28,524
+3,057
63
$2.94M 0.57%
27,880
-12,456
64
$2.9M 0.56%
9,268
65
$2.85M 0.56%
62,988
+7,786
66
$2.78M 0.54%
+66,467
67
$2.76M 0.54%
+178,576
68
$2.67M 0.52%
160,642
-913
69
$2.61M 0.51%
29,694
+131
70
$2.61M 0.51%
13,439
-269
71
$2.58M 0.5%
29,308
+8,022
72
$2.47M 0.48%
9,533
+230
73
$2.36M 0.46%
38,946
+459
74
$2.35M 0.46%
25,733
+169
75
$2.32M 0.45%
26,742
+104
1 2
3
4 5