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
$333M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.58M
3
+$3.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$2.41M
5
V icon
Visa
V
+$1.52M

Top Sells

1
+$1.28M
2
+$1.05M
3
+$907K
4
NVDA icon
NVIDIA
NVDA
+$787K
5
MSFT icon
Microsoft
MSFT
+$720K

Sector Composition

1 Technology 20.78%
2 Financials 13.99%
3 Industrials 9.39%
4 Communication Services 7.12%
5 Healthcare 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.44%
8,505
+1,341
27
$996K 0.3%
32,346
-1,103
28
$699K 0.21%
1,988
-883
29
$660K 0.2%
11,520
+2,082
30
$605K 0.18%
+3,197
31
$515K 0.15%
11,850
+3,910
32
$512K 0.15%
16,319
33
$446K 0.13%
8,381
-105
34
$436K 0.13%
1,652
35
$401K 0.12%
2,766
+90
36
$396K 0.12%
1,803
+60
37
$357K 0.11%
884
-1
38
$356K 0.11%
13,044
-2,052
39
$264K 0.08%
10,203
+907
40
$261K 0.08%
2,590
+1
41
$244K 0.07%
36,688
-34,000
42
$242K 0.07%
464
43
$215K 0.06%
+7,749
44
– –
-1,635
45
– –
-1,060
46
– –
-334
47
– –
-3,362
48
– –
-1,757
49
– –
-3,573
50
– –
-14,294
1
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