HPWM

High Pines Wealth Management Portfolio holdings

AUM $65.6M
1-Year Est. Return 22.23%
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.6M
AUM Growth
+$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$117K
3
+$88.9K
4
V icon
Visa
V
+$86.2K
5
DIS icon
Walt Disney
DIS
+$84.5K

Top Sells

1
+$784K
2
+$411K
3
+$306K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$217K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$173K

Sector Composition

1 Technology 5.78%
2 Consumer Discretionary 4.49%
3 Financials 3.2%
4 Communication Services 2.69%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALL icon
26
Allstate
ALL
$51.6B
$340K 0.52%
2,432
-126
TSLA icon
27
Tesla
TSLA
$1.46T
$316K 0.48%
1,271
+146
CSGP icon
28
CoStar Group
CSGP
$31.3B
$271K 0.41%
3,101
+75
SYK icon
29
Stryker
SYK
$143B
$262K 0.4%
874
+51
AMGN icon
30
Amgen
AMGN
$161B
$223K 0.34%
775
-100
VOE icon
31
Vanguard Mid-Cap Value ETF
VOE
$18.9B
– –
-1,654
CCF
32
DELISTED
Chase Corporation
CCF
– –
-3,234
1
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