HPWM

High Point Wealth Management Portfolio holdings

AUM $107M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Utilities 11.47%
2 Financials 4.49%
3 Technology 4.03%
4 Communication Services 2.57%
5 Consumer Staples 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADSK icon
151
Autodesk
ADSK
$51.6B
$44.4K 0.04%
+150
INTU icon
152
Intuit
INTU
$124B
$43.1K 0.04%
+65
AMT icon
153
American Tower
AMT
$82.7B
$42.8K 0.04%
+244
TSLA icon
154
Tesla
TSLA
$1.52T
$42.8K 0.04%
+95
FAST icon
155
Fastenal
FAST
$55.4B
$42.3K 0.04%
+1,054
COP icon
156
ConocoPhillips
COP
$133B
$42.1K 0.04%
+449
DE icon
157
Deere & Co
DE
$154B
$40.9K 0.04%
+88
FDTX icon
158
Fidelity Disruptive Technology ETF
FDTX
$183M
$40.7K 0.04%
+1,000
PPA icon
159
Invesco Aerospace & Defense ETF
PPA
$7.65B
$40.6K 0.04%
+259
HON icon
160
Honeywell
HON
$149B
$40K 0.04%
+205
KMB icon
161
Kimberly-Clark
KMB
$34.3B
$39.2K 0.04%
+389
SCZ icon
162
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
$38.8K 0.04%
+500
SBAC icon
163
SBA Communications
SBAC
$19.7B
$38.7K 0.04%
+200
HYG icon
164
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$38.5K 0.04%
+477
ALGN icon
165
Align Technology
ALGN
$11.6B
$38.1K 0.04%
+244
PHM icon
166
Pultegroup
PHM
$25.4B
$37.6K 0.04%
+320
CL icon
167
Colgate-Palmolive
CL
$76.1B
$36.9K 0.03%
+467
UL icon
168
Unilever
UL
$154B
$34.9K 0.03%
+534
ADP icon
169
Automatic Data Processing
ADP
$94.5B
$34.2K 0.03%
+133
MDY icon
170
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.8B
$33.9K 0.03%
+56
FCFS icon
171
FirstCash
FCFS
$7.59B
$33K 0.03%
+207
LEN icon
172
Lennar Class A
LEN
$28.5B
$31.4K 0.03%
+305
MDLZ icon
173
Mondelez International
MDLZ
$76.6B
$29.7K 0.03%
+551
XLRE icon
174
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.13B
$28.6K 0.03%
+708
IFRA icon
175
iShares US Infrastructure ETF
IFRA
$3.55B
$28.1K 0.03%
+534