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
$225M
AUM Growth
-$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$12.8M
3
+$4.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.08M
5
NVDA icon
NVIDIA
NVDA
+$200K

Top Sells

1
+$15.9M
2
+$14.8M
3
+$7.42M
4
AZN icon
AstraZeneca
AZN
+$5.12M
5
NOC icon
Northrop Grumman
NOC
+$4.7M

Sector Composition

1 Technology 17.1%
2 Financials 12.66%
3 Healthcare 8%
4 Communication Services 7.55%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$206K 0.09%
1,305
+42
52
$200K 0.09%
+4,600
53
– –
-71,508
54
– –
-10,315
1 2
3