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
201
$271K 0.05%
4,962
+197
202
$271K 0.05%
2,430
203
$268K 0.05%
7,223
+247
204
$267K 0.05%
5,890
-105
205
$266K 0.05%
10,000
206
$253K 0.05%
2,561
+152
207
$250K 0.05%
6,456
+255
208
$249K 0.05%
9,899
209
$249K 0.05%
3,489
+164
210
$248K 0.05%
3,879
+187
211
$247K 0.05%
2,829
+126
212
$246K 0.05%
788
213
$245K 0.05%
14,984
-687
214
$244K 0.05%
7,900
-223
215
$244K 0.05%
4,420
216
$243K 0.05%
9,832
+367
217
$235K 0.05%
2,351
+121
218
$235K 0.05%
17,800
+749
219
$234K 0.05%
471
220
$234K 0.05%
6,493
+344
221
$233K 0.05%
3,439
+188
222
$233K 0.05%
11,097
+504
223
$232K 0.05%
8,005
+520
224
$230K 0.04%
2,479
+160
225
$229K 0.04%
1,920
7 8
9
10 11