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
$162M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$1.28M
3
+$960K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$718K
5
BND icon
Vanguard Total Bond Market
BND
+$713K

Top Sells

1
+$1.65M
2
+$260K
3
+$239K
4
PG icon
Procter & Gamble
PG
+$206K
5
VB icon
Vanguard Small-Cap ETF
VB
+$181K

Sector Composition

1 Financials 2.13%
2 Technology 1.69%
3 Industrials 0.95%
4 Consumer Staples 0.64%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$693K 0.43%
816
+1
27
$640K 0.4%
6,915
-201
28
$570K 0.35%
7,117
-113
29
$453K 0.28%
11,409
30
$439K 0.27%
1,205
31
$432K 0.27%
5,628
+71
32
$344K 0.21%
5,076
33
$283K 0.17%
516
+1
34
$271K 0.17%
1,488
-59
35
$238K 0.15%
1,627
+6
36
$232K 0.14%
+3,146
37
$224K 0.14%
1,160
-360
38
$213K 0.13%
+776
39
– –
-1,268
1
2