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
$60.2M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$69K
3
+$39.8K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$18.4K
5
UNH icon
UnitedHealth
UNH
+$17K

Top Sells

1
+$202K
2
+$202K
3
+$84.5K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$79K
5
VTV icon
Vanguard Value ETF
VTV
+$61.2K

Sector Composition

1 Technology 4.69%
2 Consumer Discretionary 3.11%
3 Communication Services 2.89%
4 Financials 2.43%
5 Healthcare 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$295K 0.49%
624
+36
27
$290K 0.48%
1,137
+6
28
$290K 0.48%
2,616
+18
29
$257K 0.43%
871
+4
30
$251K 0.42%
2,511
+156
31
$222K 0.37%
1,654
-589
32
– –
-2,608
33
– –
-2,412
1
2