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
101
$1.13M 0.27%
2,469
-2,617
102
$1.12M 0.27%
17,493
-4,461
103
$1.11M 0.27%
11,734
+450
104
$1.1M 0.27%
3,127
-871
105
$1.07M 0.26%
4,399
-2,976
106
$1.07M 0.26%
4,128
-942
107
$1.06M 0.26%
+3,018
108
$1.02M 0.25%
7,524
+565
109
$993K 0.24%
17,074
-3,580
110
$973K 0.24%
34,250
+1,000
111
$940K 0.23%
49,840
+1,808
112
$932K 0.23%
17,370
+1,956
113
$923K 0.22%
12,414
+904
114
$917K 0.22%
55,049
+44,912
115
$914K 0.22%
3,589
-150
116
$911K 0.22%
649
-448
117
$909K 0.22%
18,021
-4,563
118
$892K 0.22%
14,075
+4,259
119
$874K 0.21%
4,282
+428
120
$832K 0.2%
14,216
-8,294
121
$827K 0.2%
9,884
-6,451
122
$815K 0.2%
2,048
+111
123
$811K 0.2%
3,618
124
$767K 0.19%
1,612
-39
125
$756K 0.18%
19,680
+2,465
3 4
5
6 7