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
176
$399K 0.08%
1,691
+186
177
$397K 0.08%
1,895
+359
178
$395K 0.08%
4,293
+199
179
$387K 0.08%
1,071
180
$379K 0.07%
3,265
181
$379K 0.07%
4,450
182
$374K 0.07%
1,927
+77
183
$371K 0.07%
9,107
-2,828
184
$369K 0.07%
3,315
185
$359K 0.07%
2,617
+99
186
$353K 0.07%
2,885
+115
187
$340K 0.07%
4,463
+187
188
$334K 0.07%
4,989
+247
189
$333K 0.06%
9,053
+386
190
$331K 0.06%
36,000
191
$318K 0.06%
24,035
+1,040
192
$312K 0.06%
6,033
-18
193
$312K 0.06%
3,412
+101
194
$306K 0.06%
1,141
-3,825
195
$297K 0.06%
4,905
+250
196
$296K 0.06%
6,922
+353
197
$290K 0.06%
5,990
-42
198
$283K 0.06%
1,140
-8
199
$281K 0.05%
2,192
+109
200
$277K 0.05%
6,795
+249
6 7
8
9 10