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
201
$229K 0.05%
+4,507
202
$228K 0.05%
+6,212
203
$228K 0.05%
+3,026
204
$227K 0.05%
+3,473
205
$225K 0.05%
+3,343
206
$224K 0.05%
+2,368
207
$221K 0.05%
4,596
-5,005
208
$217K 0.05%
+2,553
209
$216K 0.05%
+9,951
210
$202K 0.04%
+4,484
211
$197K 0.04%
+13,627
212
$193K 0.04%
+16,577
213
$190K 0.04%
+15,981
214
$173K 0.04%
+15,723
215
$172K 0.04%
16,300
+255
216
$166K 0.04%
+10,065
217
$166K 0.04%
+11,801
218
$148K 0.03%
+12,068
219
$137K 0.03%
13,151
220
$133K 0.03%
+20,359
221
$93.7K 0.02%
14,395
222
$87.3K 0.02%
22,000
223
$51.2K 0.01%
13,000
+1,075
224
$47.7K 0.01%
10,300
-800
225
$27.6K 0.01%
10,000
7 8
9
10 11