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
$321M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.06M
3
+$544K
4
NVDA icon
NVIDIA
NVDA
+$420K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$365K

Top Sells

1
+$353K
2
+$231K
3
+$220K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$210K
5
CCI icon
Crown Castle
CCI
+$150K

Sector Composition

1 Technology 21.73%
2 Financials 12.69%
3 Industrials 9.35%
4 Healthcare 7.68%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 0.31%
1,133
-4
27
$907K 0.28%
14,294
-5,564
28
$559K 0.17%
9,438
-366
29
$475K 0.15%
16,319
30
$446K 0.14%
8,486
+18
31
$436K 0.14%
1,652
32
$425K 0.13%
15,096
+81
33
$409K 0.13%
70,688
+5,717
34
$394K 0.12%
2,676
+39
35
$358K 0.11%
7,940
-441
36
$325K 0.1%
1,743
-118
37
$262K 0.08%
2,589
38
$251K 0.08%
2,491
39
$244K 0.08%
1,060
-105
40
$239K 0.07%
9,296
41
$232K 0.07%
+885
42
$228K 0.07%
464
43
$212K 0.07%
3,573
-3,544
44
$209K 0.07%
3,362
-3,534
45
$208K 0.07%
1,757
-1,261
46
$207K 0.06%
334
-31
47
$206K 0.06%
1,635
-1,091
48
– –
-14,019
1
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