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
$249M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$635K
2 +$604K
3 +$447K
4
GE icon
GE Aerospace
GE
+$439K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$273K

Sector Composition

1 Technology 13.29%
2 Consumer Discretionary 8.72%
3 Communication Services 2.23%
4 Financials 1.55%
5 Healthcare 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,812
102
-3,288