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
101
$1.45M 0.29%
711
-3
102
$1.45M 0.29%
9,481
+23
103
$1.43M 0.28%
12,856
+761
104
$1.43M 0.28%
13,263
-215
105
$1.38M 0.27%
17,996
-138
106
$1.33M 0.26%
3,251
-50
107
$1.33M 0.26%
12,311
+1,133
108
$1.33M 0.26%
+27,394
109
$1.32M 0.26%
10,449
+845
110
$1.31M 0.26%
2,351
-23
111
$1.3M 0.26%
10,120
+4
112
$1.27M 0.25%
10,817
-129
113
$1.27M 0.25%
40,050
-600
114
$1.26M 0.25%
11,789
-121
115
$1.24M 0.24%
2,208
-17
116
$1.21M 0.24%
31,089
+9,365
117
$1.19M 0.24%
42,960
+18,426
118
$1.19M 0.23%
4,447
-32
119
$1.11M 0.22%
17,367
120
$1.1M 0.22%
8,338
-71
121
$1.09M 0.21%
2,388
+8
122
$1.06M 0.21%
4,746
+21
123
$1.04M 0.21%
16,579
+391
124
$1.02M 0.2%
50,972
+5,599
125
$967K 0.19%
19,476
+9,672
3 4
5
6 7