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
76
$1.92M 0.47%
143,847
+47,232
77
$1.91M 0.46%
42,749
+9,035
78
$1.85M 0.45%
+42,617
79
$1.8M 0.44%
38,236
+7,130
80
$1.74M 0.43%
8,439
+1,102
81
$1.74M 0.42%
17,753
+4,159
82
$1.64M 0.4%
16,048
+7,444
83
$1.58M 0.39%
4,408
+119
84
$1.57M 0.38%
3,185
-1,154
85
$1.57M 0.38%
+61,120
86
$1.54M 0.38%
16,029
+7,989
87
$1.52M 0.37%
11,654
-1,642
88
$1.49M 0.36%
24,904
-2,611
89
$1.46M 0.35%
35,647
+732
90
$1.46M 0.35%
49,182
+14,031
91
$1.42M 0.35%
6,375
+1,719
92
$1.35M 0.33%
91,593
+52,599
93
$1.32M 0.32%
15,583
-9,522
94
$1.29M 0.32%
9,559
-38
95
$1.29M 0.31%
2,713
-4,985
96
$1.28M 0.31%
5,126
+375
97
$1.26M 0.31%
10,084
-7,839
98
$1.25M 0.31%
14,012
+4,544
99
$1.2M 0.29%
17,415
+12,614
100
$1.2M 0.29%
11,033
+539
2 3
4
5 6