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
$57M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$202K
3
+$202K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$123K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$92.9K

Top Sells

1
+$218K
2
+$217K
3
+$41.9K
4
TJX icon
TJX Companies
TJX
+$19K
5
CMCSA icon
Comcast
CMCSA
+$8.39K

Sector Composition

1 Technology 3.73%
2 Consumer Discretionary 3.13%
3 Financials 2.64%
4 Healthcare 2.29%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$288K 0.51%
856
+8
27
$274K 0.48%
867
28
$268K 0.47%
3,187
+150
29
$222K 0.39%
2,575
30
$205K 0.36%
2,355
+28
31
$202K 0.35%
+2,412
32
$202K 0.35%
+2,608
33
– –
-1,604
34
– –
-819
1
2