HHWM

Hiley Hunt Wealth Management Portfolio holdings

AUM $213M
1-Year Est. Return 10.12%
This Quarter Est. Return
1 Year Est. Return
+10.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$20.7M
3
+$17.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.35M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.44%
2 Technology 1.79%
3 Consumer Staples 0.58%
4 Industrials 0.18%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$470K 0.35%
+7,228
27
$417K 0.31%
+5,417
28
$365K 0.27%
+1,205
29
$265K 0.2%
+3,849
30
$246K 0.18%
+4,680
31
$246K 0.18%
+2,267
32
$245K 0.18%
+513
33
$237K 0.18%
+965
34
$235K 0.17%
+1,502
35
$231K 0.17%
+1,520
36
$216K 0.16%
+1,547
1
2