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
101
$1.13M 0.22%
6,635
+2,130
102
$1.12M 0.22%
5,868
103
$1.11M 0.22%
15,798
+1,062
104
$1.09M 0.21%
24,840
-7,770
105
$1.02M 0.2%
32,896
-792
106
$1.02M 0.2%
2,097
-195
107
$1M 0.2%
8,280
108
$999K 0.19%
4,507
-1,017
109
$985K 0.19%
+7,544
110
$968K 0.19%
+16,253
111
$967K 0.19%
9,411
+5,565
112
$932K 0.18%
20,128
-833
113
$870K 0.17%
3,202
+2,299
114
$863K 0.17%
14,753
-5,807
115
$851K 0.17%
6,211
-1,027
116
$846K 0.16%
6,384
-29,653
117
$834K 0.16%
+3,604
118
$831K 0.16%
1,586
-7,707
119
$824K 0.16%
+6,317
120
$821K 0.16%
4,471
-8,875
121
$820K 0.16%
+19,655
122
$807K 0.16%
7,718
123
$804K 0.16%
2,194
+245
124
$790K 0.15%
1,397
-153
125
$778K 0.15%
2,748
-1,028
3 4
5
6 7