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
$60.8M
AUM Growth
-$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$887K
3
+$411K
4
SYK icon
Stryker
SYK
+$225K
5
UNH icon
UnitedHealth
UNH
+$120K

Top Sells

1
+$1.39M
2
+$1.29M
3
+$864K
4
BND icon
Vanguard Total Bond Market
BND
+$769K
5
VTV icon
Vanguard Value ETF
VTV
+$734K

Sector Composition

1 Technology 5.39%
2 Consumer Discretionary 4.06%
3 Financials 2.8%
4 Communication Services 2.26%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
26
Walt Disney
DIS
$199B
$317K 0.52%
3,913
+1,394
ALL icon
27
Allstate
ALL
$51.6B
$285K 0.47%
2,558
-63
TSLA icon
28
Tesla
TSLA
$1.46T
$281K 0.46%
1,125
+282
AMGN icon
29
Amgen
AMGN
$161B
$235K 0.39%
875
-400
CSGP icon
30
CoStar Group
CSGP
$31.3B
$233K 0.38%
3,026
+390
SYK icon
31
Stryker
SYK
$143B
$225K 0.37%
+823
VOE icon
32
Vanguard Mid-Cap Value ETF
VOE
$18.9B
$217K 0.36%
1,654
JNJ icon
33
Johnson & Johnson
JNJ
$465B
– –
-2,077
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