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
$309M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.67M
2 +$4.35M
3 +$4.07M
4
NVDA icon
NVIDIA
NVDA
+$385K
5
AAPL icon
Apple
AAPL
+$286K

Sector Composition

1 Technology 23.26%
2 Financials 11.78%
3 Industrials 8.72%
4 Healthcare 8.42%
5 Communication Services 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-313