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
126
$744K 0.18%
12,252
-3,448
127
$730K 0.18%
14,680
-3,082
128
$727K 0.18%
1,454
-640
129
$724K 0.18%
+3,574
130
$705K 0.17%
39,630
+1,150
131
$630K 0.15%
2,930
-2,533
132
$622K 0.15%
2,777
133
$610K 0.15%
12,341
-2,747
134
$597K 0.15%
6,853
-327
135
$531K 0.13%
4,859
-683
136
$518K 0.13%
9,275
-373
137
$491K 0.12%
1,923
138
$469K 0.11%
5,131
-609
139
$457K 0.11%
8,775
+1,910
140
$454K 0.11%
8,946
+2,449
141
$445K 0.11%
36,000
-7,000
142
$432K 0.11%
1,779
-7,691
143
$367K 0.09%
1,839
-2,346
144
$365K 0.09%
5,931
-42
145
$355K 0.09%
6,785
+200
146
$346K 0.08%
2,165
147
$342K 0.08%
2,650
148
$338K 0.08%
1,457
-50
149
$322K 0.08%
10,154
150
$304K 0.07%
5,557
+1,458
4 5
6
7 8