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
$153M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.48M
3
+$1.45M
4
UNP icon
Union Pacific
UNP
+$1.13M
5
VTV icon
Vanguard Value ETF
VTV
+$770K

Top Sells

1
+$290K
2
+$265K
3
+$127K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.8K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.45K

Sector Composition

1 Financials 2.3%
2 Technology 1.64%
3 Industrials 0.9%
4 Consumer Staples 0.73%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$597K 0.39%
815
+1
27
$529K 0.35%
7,230
+2
28
$510K 0.33%
11,409
29
$426K 0.28%
5,557
+140
30
$406K 0.27%
1,205
31
$305K 0.2%
5,076
+396
32
$274K 0.18%
1,520
33
$271K 0.18%
515
+2
34
$256K 0.17%
1,621
+119
35
$233K 0.15%
1,547
36
$206K 0.13%
+1,268
37
– –
-3,849
1
2