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
$410M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$7.44M
3 +$2.87M
4
UWMC icon
UWM Holdings
UWMC
+$2.56M
5
QCOM icon
Qualcomm
QCOM
+$2.28M

Top Sells

1 +$11.8M
2 +$8.32M
3 +$2.37M
4
INTC icon
Intel
INTC
+$2.29M
5
PYPL icon
PayPal
PYPL
+$1.87M

Sector Composition

1 Technology 19.89%
2 Financials 13.06%
3 Healthcare 11.45%
4 Consumer Discretionary 9.23%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$25.7M 6.26%
256,723
-83,107
2
$13.1M 3.19%
317,565
+180,533
3
$11.8M 2.87%
215,260
+202,041
4
$11M 2.67%
46,480
-3,496
5
$8.14M 1.98%
175,670
-4,800
6
$7.96M 1.94%
51,420
+1,220
7
$7.5M 1.83%
103,070
-9,260
8
$7.46M 1.82%
55,834
-1,013
9
$7.31M 1.78%
59,856
-96,936
10
$6.23M 1.52%
40,949
+588
11
$6.23M 1.52%
27,480
+2,734
12
$6.03M 1.47%
25,928
+459
13
$5.62M 1.37%
94,460
+6,760
14
$5.49M 1.34%
13,856
-207
15
$5.23M 1.27%
50,680
+1,080
16
$5.21M 1.27%
273,138
+14,564
17
$5.05M 1.23%
77,442
+4,199
18
$4.91M 1.2%
214,855
+16,099
19
$4.78M 1.16%
16,228
+1,313
20
$4.75M 1.16%
21,680
+1,574
21
$4.72M 1.15%
104,666
-3,095
22
$4.55M 1.11%
341,160
+6,080
23
$4.48M 1.09%
12,043
+1,118
24
$4.42M 1.08%
48,503
+826
25
$4.08M 0.99%
54,228
+761