HWM
Hohimer Wealth Management Portfolio holdings
AUM
$564M
1-Year Return
23.08%
This Quarter Return
+7.44%
1 Year Return
+23.08%
3 Year Return
+81.8%
5 Year Return
+135.14%
10 Year Return
–
AUM
$351M
AUM Growth
+$60.9M
(+21%)
Cap. Flow
+$38.2M
Cap. Flow
% of AUM
10.89%
Top 10 Holdings %
Top 10 Hldgs %
28.79%
Holding
197
New
19
Increased
89
Reduced
56
Closed
17
Top Buys
| 1 |
Apple
AAPL
|
$12.2M |
| 2 |
Microsoft
MSFT
|
$4.81M |
| 3 |
Albertsons Companies
ACI
|
$3.66M |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$3.53M |
| 5 |
Labcorp
LH
|
$3.42M |
Top Sells
| 1 |
ServiceNow
NOW
|
$2.76M |
| 2 |
Estee Lauder
EL
|
$1.82M |
| 3 |
Fortinet
FTNT
|
$1.58M |
| 4 |
lululemon athletica
LULU
|
$1.34M |
| 5 |
Honeywell
HON
|
$1.11M |
Sector Composition
| 1 | Technology | 24.24% |
| 2 | Healthcare | 11.76% |
| 3 | Financials | 11.54% |
| 4 | Consumer Discretionary | 9% |
| 5 | Communication Services | 7.51% |
