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
$136M
AUM Growth
-$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$784K
2
+$773K
3
+$535K
4
SBUX icon
Starbucks
SBUX
+$531K
5
BND icon
Vanguard Total Bond Market
BND
+$510K

Top Sells

1
+$1.56M
2
+$1M
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$500K
5
ADBE icon
Adobe
ADBE
+$354K

Sector Composition

1 Technology 16%
2 Consumer Discretionary 10.53%
3 Financials 9.61%
4 Healthcare 9.15%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.57%
7,141
+45
27
$1.71M 1.26%
9,646
-1
28
$1.49M 1.1%
10,740
29
$1.33M 0.98%
3,766
+316
30
$1.15M 0.84%
18,949
+5,641
31
$1.1M 0.81%
23,526
+633
32
$784K 0.58%
4,029
33
$336K 0.25%
2,243
34
$306K 0.23%
1,000
35
$232K 0.17%
3,488
+18
36
$224K 0.16%
+2,575
37
$204K 0.15%
2,412
1
2