HWM

Heirloom Wealth Management Portfolio holdings

AUM $433M
1-Year Est. Return 23.42%
This Quarter Est. Return
1 Year Est. Return
+23.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$8.05M
3
+$592K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$347K
5
META icon
Meta Platforms (Facebook)
META
+$285K

Top Sells

1
+$42.2M
2
+$6.76M
3
+$1.78M
4
CVX icon
Chevron
CVX
+$82.8K
5
V icon
Visa
V
+$69.9K

Sector Composition

1 Technology 24.88%
2 Financials 11.7%
3 Communication Services 9.84%
4 Industrials 8.47%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.29%
37,776
+2,581
27
$625K 0.16%
10,145
+840
28
$592K 0.16%
+2,880
29
$580K 0.15%
1,940
30
$539K 0.14%
3,058
-94
31
$506K 0.13%
16,319
32
$462K 0.12%
1,652
33
$456K 0.12%
8,238
+76
34
$439K 0.12%
9,528
+981
35
$412K 0.11%
4,073
+1,531
36
$372K 0.1%
1,696
-62
37
$297K 0.08%
11,200
-1,860
38
$282K 0.07%
889
-10
39
$247K 0.07%
9,778
-425
40
$245K 0.06%
450
-14
41
$226K 0.06%
36,688
42
$221K 0.06%
1,545
-578
43
$217K 0.06%
7,748
-1
44
– –
-54,348
45
– –
-1,836,810
1
2