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
$507M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.86M
3
+$8.56M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.37M
5
WDC icon
Western Digital
WDC
+$4.79M

Top Sells

1
+$7.04M
2
+$4.24M
3
+$4.11M
4
RHI icon
Robert Half
RHI
+$4.02M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$3.47M

Sector Composition

1 Technology 21.75%
2 Healthcare 11.09%
3 Financials 10.85%
4 Consumer Discretionary 8.34%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$452K 0.09%
4,695
+712
152
$452K 0.09%
2,700
-25,303
153
$426K 0.08%
17,119
+7,540
154
$420K 0.08%
2,650
155
$415K 0.08%
1,793
+300
156
$400K 0.08%
16,515
157
$399K 0.08%
4,388
-215
158
$381K 0.08%
7,479
+858
159
$378K 0.07%
36,000
160
$373K 0.07%
3,086
-3,927
161
$363K 0.07%
3,075
+1
162
$357K 0.07%
7,457
+1,071
163
$350K 0.07%
3,345
+975
164
$332K 0.07%
1,215
165
$329K 0.06%
1,476
+18
166
$311K 0.06%
13,630
+4,000
167
$310K 0.06%
18,314
+1,500
168
$300K 0.06%
2,360
+225
169
$297K 0.06%
+3,800
170
$277K 0.05%
3,581
171
$275K 0.05%
+2,756
172
$275K 0.05%
20,009
+1,500
173
$270K 0.05%
+6,752
174
$269K 0.05%
14,400
175
$261K 0.05%
4,537
-104
5 6
7
8 9