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
126
$756K 0.15%
3,264
+55
127
$747K 0.15%
3,529
-2,003
128
$730K 0.14%
15,000
129
$725K 0.14%
+9,257
130
$685K 0.13%
351
-187
131
$681K 0.13%
8,331
132
$680K 0.13%
4,350
+50
133
$669K 0.13%
+9,181
134
$659K 0.13%
1,235
135
$651K 0.13%
+659
136
$643K 0.13%
+3,736
137
$640K 0.12%
+5,114
138
$632K 0.12%
+5,188
139
$629K 0.12%
22,255
140
$617K 0.12%
6,293
+150
141
$613K 0.12%
1,997
142
$593K 0.12%
2,057
+54
143
$588K 0.11%
+8,473
144
$571K 0.11%
+1,891
145
$563K 0.11%
9,233
-58,020
146
$550K 0.11%
+4,723
147
$549K 0.11%
+8,373
148
$547K 0.11%
27,318
-12,886
149
$546K 0.11%
5,850
-10,080
150
$545K 0.11%
+1,244
4 5
6
7 8