HWM
Heirloom Wealth Management Portfolio holdings
AUM
$555M
1-Year Est. Return
19.9%
This Fund
S&P 500
1 Year Est. Return
+19.9%
AUM
$555M
AUM Growth
+$122M
(+28%)
Holding
91
Top Buys
| 1 | +$49.2M | |
| 2 | +$16.2M | |
| 3 | +$9.78M | |
| 4 |
Palantir
PLTR
|
+$8.98M |
| 5 |
Meta Platforms (Facebook)
META
|
+$8.67M |
Top Sells
| 1 | +$37.8M | |
| 2 | +$10.8M | |
| 3 | +$6.46M | |
| 4 |
ASML
ASML
|
+$5.05M |
| 5 |
Parker-Hannifin
PH
|
+$803K |
Sector Composition
| 1 | Technology | 20.33% |
| 2 | Communication Services | 9.57% |
| 3 | Financials | 9.41% |
| 4 | Industrials | 7.19% |
| 5 | Materials | 3.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell 1000 ETF
IWB
$46.7B
| $372K | 0.07% |
+1,043
|
|
||
77
Schwab US Dividend Equity ETF
SCHD
$87.8B
| $343K | 0.06% |
11,181
|
|
||
78
Chevron
CVX
$369B
| $339K | 0.06% |
1,639
+59
|
|
||
79
SPDR Gold Trust
GLD
$160B
| $302K | 0.05% |
+701
|
|
||
80
D.R. Horton
DHI
$45.6B
| $271K | 0.05% |
+1,978
|
|
||
81
Home Depot
HD
$335B
| $267K | 0.05% |
+812
|
|
||
82
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$195M
| $246K | 0.04% |
+9,461
|
|
||
83
Schwab US Mid-Cap ETF
SCHM
$14.1B
| $240K | 0.04% |
7,748
|
|
||
84
Schwab U.S Small- Cap ETF
SCHA
$22B
| $231K | 0.04% |
7,927
-2,738
|
|
||
85
Vanguard Small-Cap ETF
VB
$76.6B
| $213K | 0.04% |
+812
|
|
||
86
Invesco S&P 500 Equal Weight ETF
RSP
$87.9B
| $206K | 0.04% |
+1,075
|
|
||
87
TRX Gold Corp
TRX
$404M
| $15K | ﹤0.01% |
+10,000
|
|
||
88
Broadcom
AVGO
$2T
| – | – |
-640
|
|
||
89
iShares Bitcoin Trust
IBIT
$62B
| – | – |
-130,153
|
|
||
90
Novo Nordisk
NVO
$183B
| – | – |
-211,886
|
|
||
91
Charles Schwab
SCHW
$154B
| – | – |
-4,013
|
|