Composition of Holdings by Industry
This page shows an industry breakdown of all the investments of Heirloom Wealth Management
| Industry |
Market Value | Percent |
|---|---|---|
| 17 - Construction Special Trade Contractors | 1,133,000 | 0.97 |
| 28 - Chemicals And Allied Products | 11,080,000 | 9.50 |
| 29 - Petroleum Refining And Related Industries | 4,050,000 | 3.47 |
| 35 - Industrial And Commercial Machinery And Computer Equipment | 10,021,000 | 8.59 |
| 36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment | 5,155,000 | 4.42 |
| 49 - Electric, Gas, And Sanitary Services | 5,750,000 | 4.93 |
| 51 - Wholesale Trade-non-durable Goods | 3,276,000 | 2.81 |
| 53 - General Merchandise Stores | 4,080,000 | 3.50 |
| 59 - Miscellaneous Retail | 3,596,000 | 3.08 |
| 60 - Depository Institutions | 594,000 | 0.51 |
| 63 - Insurance Carriers | 7,181,000 | 6.16 |
| 67 - Holding And Other Investment Offices | 1,691,000 | 1.45 |
| 73 - Business Services | 51,014,000 | 43.75 |
| Industry Not Reported | 7,987,000 | 6.85 |
| Total | 116,608,000 | 100.00 |
