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
151
$543K 0.11%
7,112
-3,097
152
$541K 0.11%
+7,493
153
$534K 0.1%
6,085
+458
154
$530K 0.1%
15,164
-281
155
$529K 0.1%
+2,267
156
$528K 0.1%
+1,866
157
$526K 0.1%
6,233
+732
158
$525K 0.1%
+2,974
159
$525K 0.1%
4,827
160
$497K 0.1%
9,499
+501
161
$491K 0.1%
+1,146
162
$491K 0.1%
3,120
163
$480K 0.09%
1,800
+41
164
$474K 0.09%
2,378
165
$471K 0.09%
9,220
+1,150
166
$468K 0.09%
8,013
+663
167
$449K 0.09%
17,936
+3,536
168
$449K 0.09%
19,755
+5,500
169
$444K 0.09%
6,363
+287
170
$438K 0.09%
18,070
+629
171
$438K 0.09%
6,904
172
$436K 0.08%
6,069
+946
173
$430K 0.08%
8,411
+388
174
$408K 0.08%
12,362
+450
175
$404K 0.08%
861
+210
5 6
7
8 9