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
76
$2.23M 0.43%
72,614
-988
77
$2.22M 0.43%
15,308
+226
78
$2.14M 0.42%
43,885
+3,765
79
$2.11M 0.41%
25,035
+311
80
$2.1M 0.41%
22,670
+1,034
81
$1.86M 0.36%
8,397
+626
82
$1.84M 0.36%
+4,394
83
$1.69M 0.33%
12,258
84
$1.63M 0.32%
9,568
85
$1.63M 0.32%
27,121
+103
86
$1.53M 0.3%
+49,799
87
$1.51M 0.29%
20,558
-7,188
88
$1.51M 0.29%
5,607
-222
89
$1.44M 0.28%
19,569
+6,938
90
$1.42M 0.28%
4,546
+18
91
$1.39M 0.27%
8,124
-770
92
$1.33M 0.26%
3,804
-243
93
$1.31M 0.25%
21,207
-84,555
94
$1.31M 0.25%
16,052
-5,231
95
$1.3M 0.25%
3,941
-1,001
96
$1.28M 0.25%
7,652
+775
97
$1.26M 0.25%
12,921
-2,641
98
$1.26M 0.24%
15,016
99
$1.19M 0.23%
1,443
+719
100
$1.19M 0.23%
16,767
+1,770
2 3
4
5 6