HWM

Heirloom Wealth Management Portfolio holdings

AUM $379M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$4.93M
3
+$4.76M
4
UNH icon
UnitedHealth
UNH
+$4.66M
5
MELI icon
Mercado Libre
MELI
+$3.98M

Top Sells

1
+$6.84M
2
+$6.71M
3
+$3.67M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.61M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.29M

Sector Composition

1 Technology 18.35%
2 Financials 12.67%
3 Healthcare 9.88%
4 Communication Services 6.32%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$978K 0.47%
12,896
-215
27
$933K 0.45%
3,264
28
$728K 0.35%
+29,182
29
$718K 0.34%
19,306
-1,521
30
$695K 0.33%
5,193
-218
31
$663K 0.32%
4,066
-420
32
$651K 0.31%
7,409
-854
33
$646K 0.31%
28,575
-47,475
34
$565K 0.27%
1,136
+1
35
$539K 0.26%
25,686
-61,504
36
$469K 0.22%
11,767
+4,385
37
$467K 0.22%
397
-5
38
$461K 0.22%
9,219
+4,158
39
$431K 0.21%
4,383
-661
40
$426K 0.2%
22,057
+65
41
$423K 0.2%
16,319
42
$390K 0.19%
1,848
-182
43
$385K 0.18%
56,617
44
$222K 0.11%
+2,900
45
$211K 0.1%
+3,881
46
$203K 0.1%
+1,626
47
– –
-27,254
48
– –
-38,741
49
– –
-7,335
50
– –
-28,739
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