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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$7.09M
3
+$6.55M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$5.89M
5
VTV icon
Vanguard Value ETF
VTV
+$5.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.36%
2 Consumer Discretionary 11.13%
3 Healthcare 11.12%
4 Communication Services 9.08%
5 Financials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.47%
+5,817
27
$1.56M 1.44%
+29,765
28
$1.26M 1.16%
+7,991
29
$913K 0.84%
+10,420
30
$857K 0.79%
+4,029
31
$734K 0.68%
+15,270
32
$518K 0.48%
+6,000
33
$485K 0.45%
+7,101
34
$362K 0.33%
+3,093
35
$360K 0.33%
+3,734
36
$355K 0.33%
+2,982
37
$322K 0.3%
+1,388
38
$295K 0.27%
+2,000
39
$259K 0.24%
+5,000
40
$255K 0.24%
+2,520
1
2