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
176
$258K 0.05%
5,190
177
$257K 0.05%
1,839
178
$250K 0.05%
741
-52
179
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+5,121
180
$247K 0.05%
991
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181
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+6,699
182
$242K 0.05%
+1,342
183
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6,639
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184
$236K 0.05%
39,280
-10,000
185
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2,950
186
$232K 0.05%
1,018
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187
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6,755
+2,383
188
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+2,955
189
$228K 0.05%
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190
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+2,200
191
$220K 0.04%
1,365
192
$210K 0.04%
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193
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194
$150K 0.03%
+47,500
195
$111K 0.02%
12,651
196
$102K 0.02%
14,395
197
$101K 0.02%
10,500
198
$65K 0.01%
+10,000
199
$53K 0.01%
+2,325
200
$42K 0.01%
12,000
+2,000
5 6 7
8
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