HWM
Heirloom Wealth Management Portfolio holdings
AUM
$379M
This Quarter Return
+9.74%
1 Year Return
+15.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
–
Cap. Flow
+$161M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.37%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Visa
V
|
$12.2M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$11.8M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$11.8M |
| 4 |
ASML
ASML
|
$10.8M |
| 5 |
Microsoft
MSFT
|
$10.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.61% |
| 2 | Financials | 14.28% |
| 3 | Healthcare | 10.71% |
| 4 | Consumer Staples | 6.98% |
| 5 | Communication Services | 5.94% |
