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
1
$8.33M 14.6%
198,405
+2,213
2
$8.23M 14.43%
149,281
+852
3
$8.1M 14.21%
57,732
+180
4
$7.51M 13.17%
21,381
+351
5
$4.36M 7.65%
60,740
+644
6
$3.87M 6.79%
18,995
+127
7
$2.78M 4.88%
56,199
+5,478
8
$2.52M 4.42%
26,642
+175
9
$2.43M 4.27%
32,360
-557
10
$1.01M 1.77%
7,758
+8
11
$852K 1.49%
10,705
-239
12
$694K 1.22%
19,839
-240
13
$532K 0.93%
2,217
+9
14
$495K 0.87%
3,689
+3
15
$390K 0.68%
3,927
+3
16
$364K 0.64%
2,058
+2
17
$352K 0.62%
2,598
+14
18
$335K 0.59%
3,770
+17
19
$332K 0.58%
1,076
+4
20
$331K 0.58%
1,262
21
$327K 0.57%
1,573
+14
22
$312K 0.55%
588
+1
23
$303K 0.53%
2,243
24
$300K 0.53%
1,131
+1
25
$299K 0.52%
20,460
+70
1
2