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
$65.6M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$467K
3
+$449K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$387K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$261K

Top Sells

1
+$752K
2
+$339K
3
+$91.3K
4
NVDA icon
NVIDIA
NVDA
+$423
5
MSFT icon
Microsoft
MSFT
+$341

Sector Composition

1 Technology 5.44%
2 Consumer Discretionary 3.3%
3 Financials 2.44%
4 Healthcare 2%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$283K 0.43%
1,275
+2
27
$271K 0.41%
874
+3
28
$235K 0.36%
+2,636
29
$229K 0.35%
1,654
30
$225K 0.34%
2,519
+8
31
$221K 0.34%
+843
32
– –
-19,839
33
– –
-3,234
1
2