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
$294M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.92M
3
+$4.87M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.25M
5
BILZ icon
PIMCO Ultra Short Government Active ETF
BILZ
+$2.11M

Top Sells

1
+$5.56M
2
+$5.01M
3
+$646K
4
SNPE icon
Xtrackers S&P 500 ESG ETF
SNPE
+$643K
5
MSFT icon
Microsoft
MSFT
+$497K

Sector Composition

1 Technology 21.23%
2 Financials 11.65%
3 Healthcare 9.57%
4 Industrials 9.38%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-12,336
52
– –
-6,538
53
– –
-831
54
– –
-1,981
55
– –
-4,018
1 2
3