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
$162M
AUM Growth
-$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.8M
3
+$5.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.46M

Top Sells

1
+$26.1M
2
+$24.9M
3
+$18.5M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$15.7M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$13.5M

Sector Composition

1 Consumer Discretionary 8.23%
2 Technology 6.48%
3 Industrials 3.66%
4 Communication Services 3.21%
5 Energy 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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