HWM
Heirloom Wealth Management Portfolio holdings
AUM
$379M
This Quarter Return
+1.46%
1 Year Return
+15.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$349M
AUM Growth
+$349M
(+4.6%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
4.14%
Top 10 Holdings %
Top 10 Hldgs %
68.72%
Holding
44
New
1
Increased
24
Reduced
11
Closed
2
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$10.9M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$2.99M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$2.85M |
| 4 |
NVIDIA
NVDA
|
$2.77M |
| 5 |
ASML
ASML
|
$2.47M |
Top Sells
| 1 |
McDonald's
MCD
|
$8.67M |
| 2 |
General Dynamics
GD
|
$5.08M |
| 3 |
Visa
V
|
$1.54M |
| 4 |
Dimensional Inflation-Protected Securities ETF
DFIP
|
$1.06M |
| 5 |
iShares Core Moderate Allocation ETF
AOM
|
$145K |
Sector Composition
| 1 | Technology | 19.17% |
| 2 | Financials | 15.04% |
| 3 | Communication Services | 8.92% |
| 4 | Industrials | 8.64% |
| 5 | Healthcare | 6.57% |
