Hohimer Wealth Management, LLC

CIK Number: 0001802533

464.92M
Market Value
216
# of Holdings
8 months
Avg. Holding Period
57.54%
Win Rate
13.24%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Microsoft Corp
449.67
+0.15% 69.45K -3.71% 29.89M 245.11 6.43%
2
Vanguard Index ...
424.54
-0.56% 30.10K +6.09% 11.56M 277.59 2.49%
3 Goldman Sachs E...
100.01
+0.02% 102.25K +251.12% 10.25M 100.23 2.21%
4 Apple Inc
248.10
+0.65% 38.88K -0.63% 9.06M 126.82 1.95%
5 Broadcom Inc
181.72
-0.81% 46.02K +909.99% 7.94M 194.41 1.71%

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