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
$135M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$20.7M
3
+$17.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.35M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.44%
2 Technology 1.79%
3 Consumer Staples 0.58%
4 Industrials 0.18%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.9M 17.7%
+160,048
2
$20.7M 15.34%
+66,710
3
$17.6M 13.03%
+415,629
4
$10M 7.41%
+209,221
5
$9.35M 6.91%
+120,808
6
$7.29M 5.39%
+131,480
7
$6.67M 4.94%
+261,425
8
$6.67M 4.93%
+61,590
9
$5.41M 4%
+131,594
10
$3.77M 2.79%
+151,080
11
$2.54M 1.88%
+7,121
12
$2.4M 1.78%
+31,848
13
$2.15M 1.59%
+36,062
14
$1.88M 1.39%
+8,817
15
$1.76M 1.3%
+23,913
16
$1.36M 1%
+5,011
17
$1.29M 0.96%
+5,565
18
$1.27M 0.94%
+26,149
19
$1.23M 0.91%
+3,279
20
$1.19M 0.88%
+6,195
21
$1.06M 0.79%
+2,237
22
$855K 0.63%
+25,721
23
$537K 0.4%
+814
24
$537K 0.4%
+7,145
25
$494K 0.37%
+11,409
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