HHWM
Hiley Hunt Wealth Management Portfolio holdings
AUM
$227M
1-Year Est. Return
14.15%
This Fund
S&P 500
1 Year Est. Return
+14.15%
AUM
$227M
AUM Growth
+$3.25M
(+1.5%)
Holding
52
Top Buys
| 1 | +$1.29M | |
| 2 | +$896K | |
| 3 | +$700K | |
| 4 |
Sprott Physical Silver Trust
PSLV
|
+$667K |
| 5 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$525K |
Top Sells
| 1 | +$577K | |
| 2 | +$472K | |
| 3 | +$444K | |
| 4 |
DDTN
Innovator Equity Dual Directional 10 Buffer ETF - November
DDTN
|
+$244K |
| 5 |
Innovator US Equity Ultra Buffer ETF March
UMAR
|
+$202K |
Sector Composition
| 1 | Financials | 1.65% |
| 2 | Technology | 0.96% |
| 3 | Industrials | 0.72% |
| 4 | Consumer Staples | 0.68% |
| 5 | Healthcare | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Innovator US Equity Ultra Buffer ETF March
UMAR
$212M
| – | – |
-5,066
|
|
||
|
DDTN
52
Innovator Equity Dual Directional 10 Buffer ETF - November
DDTN
$48M
| – | – |
-12,730
|
|