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
151
$299K 0.07%
7,179
-189
152
$293K 0.07%
6,075
-1,220
153
$292K 0.07%
+12,559
154
$277K 0.07%
+3,532
155
$263K 0.06%
1,191
+60
156
$260K 0.06%
3,485
-19,238
157
$259K 0.06%
4,272
+455
158
$248K 0.06%
897
-333
159
$234K 0.06%
14,400
160
$233K 0.06%
3,171
-16,236
161
$232K 0.06%
+817
162
$230K 0.06%
2,132
-1,968
163
$224K 0.05%
1,015
164
$221K 0.05%
1,843
-1,419
165
$213K 0.05%
1,869
166
$211K 0.05%
4,650
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167
$209K 0.05%
5,759
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168
$206K 0.05%
6,360
169
$203K 0.05%
856
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170
$201K 0.05%
1,065
-324
171
$198K 0.05%
1,071
-1,951
172
$188K 0.05%
15,323
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173
$117K 0.03%
14,395
174
$98K 0.02%
11,150
-250
175
$95K 0.02%
+290
4 5 6
7
8