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
$210M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$4.93M
3
+$4.76M
4
UNH icon
UnitedHealth
UNH
+$4.66M
5
MELI icon
Mercado Libre
MELI
+$3.98M

Top Sells

1
+$6.84M
2
+$6.71M
3
+$3.67M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.61M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.29M

Sector Composition

1 Technology 18.35%
2 Financials 12.67%
3 Healthcare 9.88%
4 Communication Services 6.32%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-7,760
52
– –
-20,084
53
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-18,696
54
– –
-6,276
55
– –
-4,297
56
– –
-3,720
57
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-29,818
58
– –
-7,641
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3