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
$465M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$2.64M
3
+$1.47M
4
DIS icon
Walt Disney
DIS
+$1.19M
5
CSCO icon
Cisco
CSCO
+$1.1M

Top Sells

1
+$1.41M
2
+$1.23M
3
+$1.15M
4
OMF icon
OneMain Financial
OMF
+$1.13M
5
TEAM icon
Atlassian
TEAM
+$1.08M

Sector Composition

1 Technology 21.91%
2 Financials 11.93%
3 Healthcare 11.2%
4 Consumer Discretionary 8%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$283K 0.06%
1,432
+160
177
$279K 0.06%
+788
178
$278K 0.06%
+1,949
179
$274K 0.06%
+2,180
180
$273K 0.06%
3,315
-10,360
181
$269K 0.06%
10,000
182
$264K 0.06%
+1,738
183
$264K 0.06%
+4,423
184
$259K 0.06%
1,920
185
$258K 0.06%
+2,620
186
$257K 0.06%
4,420
187
$250K 0.05%
+2,282
188
$244K 0.05%
+3,168
189
$244K 0.05%
+5,086
190
$243K 0.05%
+12,481
191
$243K 0.05%
+11,356
192
$240K 0.05%
+4,655
193
$238K 0.05%
+1,075
194
$236K 0.05%
+2,073
195
$236K 0.05%
+5,727
196
$233K 0.05%
7,133
-7,112
197
$232K 0.05%
+3,139
198
$231K 0.05%
+1,826
199
$230K 0.05%
+9,019
200
$230K 0.05%
+6,689
6 7
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