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
$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 21.75%
2 Healthcare 11.09%
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
76
$2.54M 0.5%
3,320
+281
77
$2.47M 0.49%
40,752
+2,560
78
$2.27M 0.45%
4,627
79
$2.27M 0.45%
24,629
+2,551
80
$2.24M 0.44%
9,071
81
$2.1M 0.41%
4,632
+1,257
82
$2.09M 0.41%
39,979
83
$1.97M 0.39%
19,481
+10,579
84
$1.97M 0.39%
26,982
+389
85
$1.86M 0.37%
53,460
+500
86
$1.85M 0.37%
8,643
87
$1.85M 0.36%
25,148
-250
88
$1.84M 0.36%
97,014
+4,873
89
$1.82M 0.36%
100,965
+5,742
90
$1.79M 0.35%
72,934
+3,401
91
$1.77M 0.35%
21,049
+121
92
$1.67M 0.33%
2,822
-36
93
$1.65M 0.32%
6,305
+581
94
$1.63M 0.32%
130,439
-5,676
95
$1.61M 0.32%
13,968
+11,453
96
$1.59M 0.31%
29,441
+1,538
97
$1.57M 0.31%
15,150
98
$1.57M 0.31%
8,601
+443
99
$1.54M 0.3%
785
-3
100
$1.5M 0.3%
62,856
+4,459
2 3
4
5 6