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
101
$1.5M 0.32%
714
+1
102
$1.42M 0.3%
40,650
+800
103
$1.42M 0.3%
10,946
+19
104
$1.41M 0.3%
15,150
-7,086
105
$1.39M 0.29%
18,134
+408
106
$1.37M 0.29%
+27,917
107
$1.35M 0.28%
2,380
-146
108
$1.27M 0.27%
9,604
+228
109
$1.26M 0.26%
5,724
-211
110
$1.2M 0.25%
11,910
111
$1.2M 0.25%
4,479
+9
112
$1.17M 0.25%
10,116
-675
113
$1.15M 0.24%
8,409
+15
114
$1.12M 0.24%
45,373
-25,225
115
$1.11M 0.23%
4,725
+291
116
$1.1M 0.23%
22,271
+1,559
117
$1.07M 0.23%
16,188
+710
118
$1.01M 0.21%
13,123
-11,781
119
$994K 0.21%
11,178
-18,851
120
$985K 0.21%
17,367
-172
121
$961K 0.2%
+8,902
122
$929K 0.2%
7,013
-74
123
$925K 0.19%
4,242
-9
124
$897K 0.19%
+3,969
125
$837K 0.18%
1,617
3 4
5
6 7