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
$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

Sector Composition

1 Technology 19.17%
2 Financials 15.04%
3 Communication Services 8.92%
4 Industrials 8.64%
5 Healthcare 6.57%