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
$175M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$879K
3
+$581K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$369K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$355K

Top Sells

1
+$380K
2
+$246K
3
+$232K
4
AMZN icon
Amazon
AMZN
+$224K
5
VUG icon
Vanguard Growth ETF
VUG
+$163K

Sector Composition

1 Financials 2%
2 Technology 1.45%
3 Industrials 0.93%
4 Consumer Staples 0.82%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$597K 0.34%
673
-143
27
$580K 0.33%
6,988
-129
28
$522K 0.3%
11,409
29
$452K 0.26%
1,205
30
$445K 0.25%
5,649
+21
31
$410K 0.23%
5,076
32
$362K 0.21%
3,335
-3,497
33
$299K 0.17%
518
+2
34
$264K 0.15%
1,630
+3
35
$226K 0.13%
778
+2
36
$223K 0.13%
1,347
-141
37
$219K 0.13%
+3,045
38
$207K 0.12%
+1,193
39
– –
-3,146
40
– –
-1,160
1
2