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
$180M
AUM Growth
+$5.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.6M
3
+$1.57M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$821K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$751K

Top Sells

1
+$219K
2
+$181K
3
+$58.6K
4
USB icon
US Bancorp
USB
+$57.4K
5
VUG icon
Vanguard Growth ETF
VUG
+$38.6K

Sector Composition

1 Financials 2%
2 Technology 1.62%
3 Industrials 0.85%
4 Consumer Staples 0.71%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$651K 0.36%
6,111
+2,776
27
$617K 0.34%
674
+1
28
$608K 0.34%
6,922
-66
29
$488K 0.27%
10,209
-1,200
30
$484K 0.27%
1,205
31
$459K 0.25%
5,076
32
$448K 0.25%
5,797
+148
33
$344K 0.19%
585
+67
34
$255K 0.14%
1,347
35
$239K 0.13%
779
+1
36
$236K 0.13%
1,635
+5
37
$228K 0.13%
+3,078
38
$215K 0.12%
+980
39
$200K 0.11%
1,193
40
– –
-3,045
1
2