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
1
$28.9M 16.56%
165,564
+1,471
2
$23.9M 13.67%
62,164
-424
3
$21.6M 12.36%
499,521
+20,365
4
$12.8M 7.31%
160,667
+4,468
5
$11.9M 6.8%
224,714
+4,462
6
$10M 5.76%
357,040
+13,124
7
$8.83M 5.06%
141,722
+4,310
8
$7.3M 4.18%
62,393
+392
9
$7.04M 4.03%
147,178
+3,517
10
$6.14M 3.52%
120,933
+17,304
11
$5.55M 3.18%
197,263
+6,889
12
$3.54M 2.03%
54,532
+4,192
13
$3.44M 1.97%
45,833
+7,734
14
$2.97M 1.7%
6,451
-323
15
$2.61M 1.5%
31,249
-114
16
$1.91M 1.1%
8,069
-82
17
$1.71M 0.98%
4,950
-61
18
$1.56M 0.89%
32,071
+6,510
19
$1.41M 0.81%
5,702
-124
20
$1.4M 0.8%
6,011
-182
21
$1.25M 0.72%
31,543
-3,634
22
$1.24M 0.71%
2,170
-46
23
$1.13M 0.65%
2,624
-571
24
$1.06M 0.61%
4,024
-44
25
$623K 0.36%
6,511
-404
1
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