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
$54.2M
AUM Growth
-$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$355K
3
+$25.6K

Top Sells

1
+$4.84M
2
+$4.2M
3
+$3.83M
4
AAPL icon
Apple
AAPL
+$3.72M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.59M

Sector Composition

1 Technology 2.83%
2 Consumer Discretionary 2.56%
3 Communication Services 2.5%
4 Financials 2.15%
5 Healthcare 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$223K 0.41%
1,382
-18,052
27
$200K 0.37%
733
-3,033
28
$200K 0.37%
2,575
29
– –
-7,300
30
– –
-3,488
31
– –
-10,740
32
– –
-4,029
33
– –
-10,649
34
– –
-1,000
35
– –
-2,412
36
– –
-8,505
37
– –
-11,402
1
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