HPWM
Highland Private Wealth Management Portfolio holdings
AUM
$620M
1-Year Return
18.9%
This Quarter Return
+6%
1 Year Return
-18.9%
3 Year Return
+19%
5 Year Return
+43.32%
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.42%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$17.4M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$13.7M |
| 3 |
Amazon
AMZN
|
$12.4M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$10.6M |
| 5 |
Schwab International Equity ETF
SCHF
|
$9.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 9.73% |
| 2 | Technology | 5.43% |
| 3 | Communication Services | 0.79% |
| 4 | Energy | 0.48% |
