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
$230M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.7M
3
+$902K
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$710K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$624K

Top Sells

1
+$4.76M
2
+$4.12M
3
+$431K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$398K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$222K

Sector Composition

1 Technology 19.51%
2 Financials 12.75%
3 Healthcare 9.78%
4 Industrials 9.76%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,383
52
– –
-40,710
53
– –
-3,881
1 2
3