HPWM

Highland Private Wealth Management Portfolio holdings

AUM $620M
1-Year Est. Return 18.9%
This Quarter Est. Return
1 Year Est. Return
-18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
-$733K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$691K
2
+$624K
3
+$610K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$472K
5
AAPL icon
Apple
AAPL
+$376K

Top Sells

1
+$685K
2
+$346K
3
+$300K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$299K
5
AMGN icon
Amgen
AMGN
+$295K

Sector Composition

1 Technology 13.44%
2 Consumer Discretionary 6.95%
3 Communication Services 2.08%
4 Healthcare 1.48%
5 Financials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.52%
18,335
-259
27
$968K 0.5%
19,183
28
$857K 0.44%
7,435
+371
29
$843K 0.43%
7,163
+8
30
$720K 0.37%
7,973
-31
31
$641K 0.33%
3,929
+580
32
$610K 0.31%
+3,808
33
$556K 0.29%
3,672
+99
34
$531K 0.27%
13,400
+260
35
$502K 0.26%
5,965
-140
36
$499K 0.26%
15,533
+1,164
37
$487K 0.25%
9,111
+810
38
$461K 0.24%
5,804
39
$461K 0.24%
11,940
+580
40
$457K 0.23%
51,522
+6
41
$421K 0.22%
11,604
+986
42
$414K 0.21%
3,940
43
$399K 0.2%
4,619
-520
44
$387K 0.2%
9,320
+609
45
$384K 0.2%
6,834
+471
46
$374K 0.19%
3,574
+18
47
$370K 0.19%
4,580
+369
48
$359K 0.18%
2,264
+68
49
$350K 0.18%
3,358
+874
50
$345K 0.18%
2,985
+463
1
2
3 4