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
$474M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$8.61M
2
+$4.51M
3
+$3.52M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.29M
5
CLF icon
Cleveland-Cliffs
CLF
+$2.23M

Top Sells

1
+$7.59M
2
+$5.71M
3
+$5.2M
4
UWMC icon
UWM Holdings
UWMC
+$3.65M
5
LVS icon
Las Vegas Sands
LVS
+$3.53M

Sector Composition

1 Technology 23.99%
2 Healthcare 12.11%
3 Financials 11.59%
4 Consumer Discretionary 8.71%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$388K 0.08%
+7,701
152
$386K 0.08%
1,493
-4,279
153
$385K 0.08%
16,515
154
$384K 0.08%
10,573
-32,249
155
$349K 0.07%
16,814
+491
156
$347K 0.07%
1,839
157
$344K 0.07%
6,621
-9,919
158
$337K 0.07%
18,509
-55
159
$333K 0.07%
3,074
-3,602
160
$330K 0.07%
+6,386
161
$329K 0.07%
793
162
$317K 0.07%
49,280
+7,700
163
$310K 0.07%
6,585
164
$306K 0.06%
+1,215
165
$305K 0.06%
3,581
166
$301K 0.06%
1,458
167
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168
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169
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170
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171
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0
172
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173
$276K 0.06%
2,135
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174
$270K 0.06%
+4,052
175
$266K 0.06%
9,630
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7
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