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
76
$2.15M 0.45%
8,916
+1,364
77
$2.15M 0.45%
4,627
+60
78
$2.09M 0.44%
27,903
-5,558
79
$2.01M 0.42%
5,644
-6,356
80
$1.94M 0.41%
92,141
-15,531
81
$1.91M 0.4%
2,858
+7
82
$1.9M 0.4%
52,960
+240
83
$1.9M 0.4%
39,979
-25
84
$1.85M 0.39%
8,643
-9
85
$1.85M 0.39%
22,078
-12,010
86
$1.84M 0.39%
25,398
-21
87
$1.81M 0.38%
113,880
-75,074
88
$1.72M 0.36%
20,928
+407
89
$1.71M 0.36%
95,223
-14,811
90
$1.66M 0.35%
26,593
-2,088
91
$1.64M 0.35%
12,095
-1,892
92
$1.64M 0.34%
+788
93
$1.61M 0.34%
3,375
+1,117
94
$1.59M 0.33%
117,626
-200,564
95
$1.56M 0.33%
3,301
+4
96
$1.55M 0.33%
9,458
-70
97
$1.54M 0.32%
13,478
+934
98
$1.54M 0.32%
2,374
+3
99
$1.52M 0.32%
58,397
-28,907
100
$1.51M 0.32%
2,225
-1,001
2 3
4
5 6