HWM

Heirloom Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.17%
This Quarter Est. Return
1 Year Est. Return
+20.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$2.99M
3
+$2.85M
4
NVDA icon
NVIDIA
NVDA
+$2.77M
5
ASML icon
ASML
ASML
+$2.47M

Top Sells

1
+$8.67M
2
+$5.08M
3
+$1.54M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$1.06M
5
AOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$991K 0.28%
35,195
+2,849
27
$605K 0.17%
1,940
-48
28
$557K 0.16%
16,319
29
$536K 0.15%
9,305
-2,215
30
$487K 0.14%
3,152
-45
31
$427K 0.12%
1,652
32
$412K 0.12%
8,162
-219
33
$375K 0.11%
8,547
-3,303
34
$365K 0.1%
13,060
+16
35
$355K 0.1%
2,123
-643
36
$334K 0.1%
1,758
-45
37
$257K 0.07%
2,542
-48
38
$239K 0.07%
10,203
39
$233K 0.07%
899
+15
40
$230K 0.07%
464
41
$203K 0.06%
7,749
42
$200K 0.06%
36,688
43
– –
-19,290
44
– –
-29,896
1
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