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
1
$8.05M 15.36%
148,429
+536
2
$7.13M 13.62%
196,192
+1,018
3
$7.11M 13.57%
57,552
+125
4
$6.9M 13.18%
21,030
-13
5
$4.29M 8.19%
60,096
-1,698
6
$3.55M 6.77%
18,868
+76
7
$2.44M 4.67%
32,917
-781
8
$2.44M 4.66%
50,721
-5,349
9
$2.31M 4.41%
26,467
+99
10
$1.07M 2.05%
7,750
+856
11
$680K 1.3%
10,944
-220
12
$589K 1.12%
20,079
13
$514K 0.98%
2,208
+785
14
$385K 0.74%
3,686
+690
15
$361K 0.69%
3,753
+613
16
$343K 0.66%
3,037
+215
17
$336K 0.64%
2,056
+349
18
$331K 0.63%
3,924
+875
19
$322K 0.61%
2,584
-93
20
$296K 0.57%
587
+96
21
$286K 0.55%
1,072
+339
22
$284K 0.54%
1,262
-311
23
$277K 0.53%
1,559
+86
24
$273K 0.52%
2,243
25
$248K 0.47%
20,390
+5,570
1
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