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
$52.4M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$220K
3
+$217K
4
ISRG icon
Intuitive Surgical
ISRG
+$212K
5
MSFT icon
Microsoft
MSFT
+$183K

Top Sells

1
+$258K
2
+$121K
3
+$70K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$58K
5
TJX icon
TJX Companies
TJX
+$13.7K

Sector Composition

1 Technology 3.95%
2 Consumer Discretionary 3.46%
3 Communication Services 2.65%
4 Financials 2.43%
5 Healthcare 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$239K 0.46%
867
+29
27
$233K 0.44%
+848
28
$220K 0.42%
+2,327
29
$218K 0.42%
1,604
+222
30
$217K 0.41%
+819
31
$215K 0.41%
2,575
32
$212K 0.4%
+1,130
1
2