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
$210M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$4.93M
3
+$4.76M
4
UNH icon
UnitedHealth
UNH
+$4.66M
5
MELI icon
Mercado Libre
MELI
+$3.98M

Top Sells

1
+$6.84M
2
+$6.71M
3
+$3.67M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.61M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.29M

Sector Composition

1 Technology 18.35%
2 Financials 12.67%
3 Healthcare 9.88%
4 Communication Services 6.32%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17M 8.11%
144,484
+41,929
2
$16M 7.63%
23,478
+3,742
3
$15.7M 7.48%
158,024
+35,342
4
$15.5M 7.41%
68,850
+10,089
5
$15.2M 7.23%
52,550
+8,610
6
$13.2M 6.32%
127,381
+19,908
7
$10.4M 4.95%
33,575
+851
8
$10M 4.77%
73,917
+24,162
9
$9.63M 4.6%
87,848
+15,060
10
$9.36M 4.47%
+97,689
11
$9.12M 4.35%
25,659
+4,328
12
$7.46M 3.56%
26,691
+11,554
13
$6.37M 3.04%
38,633
+4,225
14
$5.88M 2.81%
73,854
+21,202
15
$5.37M 2.56%
17,031
+4,848
16
$4.93M 2.35%
27,031
+4,978
17
$4.8M 2.29%
69,158
+20,829
18
$4.76M 2.27%
+40,710
19
$4.66M 2.23%
+9,868
20
$3.98M 1.9%
+3,022
21
$3.37M 1.61%
+116,969
22
$1.68M 0.8%
103,300
+56,160
23
$1.63M 0.78%
25,796
-301
24
$1.36M 0.65%
55,572
-150,684
25
$1.01M 0.48%
18,788
-781
1
2 3